+2,117.5%
ASX vs PSLV
+117.0%
+2,000.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.5% |
| 7D | -0.7% | -0.6% | -0.1% | -0.6% |
| 30D | +2.0% | +7.3% | -5.3% | +0.3% |
| 3M | -1.3% | -7.4% | +6.1% | +0.3% |
| 6M | +71.4% | -20.3% | +91.7% | +79.0% |
| YTD | +135.3% | -8.2% | +143.6% | +132.5% |
| 1Y | +267.5% | +57.9% | +209.5% | +219.8% |
| 3Y | +388.5% | +162.1% | +226.4% | +279.8% |
| 5Y | +417.1% | +151.2% | +265.9% | +301.0% |
| 10Y | +872.7% | +191.7% | +681.1% | +611.2% |
| All | +2,117.5% | +117.0% | +2,000.5% | +1,560.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling