+456.5%
ASX vs PSLV
+173.4%
+283.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.3% |
| 7D | +6.3% | +2.7% | +3.6% | +5.5% |
| 30D | +6.4% | +3.5% | +3.0% | +5.3% |
| 3M | +13.1% | +0.3% | +12.9% | +12.6% |
| 6M | +90.3% | -21.0% | +111.3% | +100.1% |
| YTD | +149.6% | -8.9% | +158.6% | +138.6% |
| 1Y | +249.2% | +54.0% | +195.2% | +168.6% |
| All | +456.5% | +173.4% | +283.2% | +265.6% |
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