+368.6%
ASX vs PSLV
+110.4%
+258.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.3% | -1.3% |
| 7D | +12.4% | -6.3% | +18.7% | +14.8% |
| 30D | -19.8% | -12.7% | -7.1% | -16.1% |
| 3M | -10.3% | -24.7% | +14.4% | -1.6% |
| 6M | +1.2% | -44.6% | +45.8% | +20.0% |
| YTD | +123.0% | -33.3% | +156.3% | +134.4% |
| 1Y | +145.4% | -8.6% | +154.0% | +123.7% |
| 3Y | +368.6% | +108.2% | +260.4% | +216.1% |
| All | +368.6% | +110.4% | +258.2% | +216.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling