+963.7%
ASX vs PSLV
+189.7%
+773.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.3% | +2.1% | -1.7% |
| 7D | +6.5% | -4.9% | +11.4% | +8.1% |
| 30D | +3.1% | -1.9% | +5.0% | +3.7% |
| 3M | +17.4% | +4.2% | +13.2% | +15.7% |
| 6M | +85.4% | -27.6% | +113.0% | +101.6% |
| YTD | +150.1% | -11.7% | +161.7% | +145.8% |
| 1Y | +256.3% | +49.3% | +207.0% | +191.4% |
| 3Y | +446.9% | +167.1% | +279.7% | +268.2% |
| 5Y | +447.1% | +151.7% | +295.4% | +268.0% |
| All | +963.7% | +189.7% | +773.9% | +514.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PSLV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling