+360.5%
BE vs PSLV
+57.1%
+303.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.2% | +8.5% | +7.9% |
| 7D | +20.0% | -0.6% | +20.6% | +20.2% |
| 30D | +7.9% | +7.3% | +0.6% | +4.3% |
| 3M | -13.2% | -7.4% | -5.8% | -11.2% |
| 6M | +53.5% | -20.3% | +73.7% | +63.9% |
| YTD | +191.0% | -8.2% | +199.3% | +178.5% |
| 1Y | +360.5% | +57.9% | +302.6% | +222.8% |
| All | +360.5% | +57.1% | +303.4% | +222.8% |
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 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