+102.6%
BB vs PSLV
+57.1%
+45.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.2% |
| 7D | -5.6% | -0.6% | -5.0% | -5.6% |
| 30D | -11.8% | +7.3% | -19.1% | -12.6% |
| 3M | -25.5% | -7.4% | -18.1% | -25.5% |
| 6M | +121.3% | -20.3% | +141.5% | +122.4% |
| YTD | +103.2% | -8.2% | +111.4% | +96.8% |
| 1Y | +102.6% | +57.9% | +44.7% | +32.3% |
| All | +102.6% | +57.1% | +45.5% | +32.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling