+149.5%
BRKR vs PSLV
+190.6%
-41.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -8.7% | -3.5% | -5.2% | -8.0% |
| 30D | -9.9% | -2.1% | -7.7% | -9.5% |
| 3M | -3.1% | -1.6% | -1.4% | -3.0% |
| 6M | +45.5% | -25.5% | +71.0% | +53.4% |
| YTD | +13.7% | -11.4% | +25.1% | +11.9% |
| 1Y | +67.4% | +48.6% | +18.8% | +44.4% |
| 3Y | -13.2% | +166.9% | -180.1% | -36.0% |
| 5Y | -39.5% | +152.4% | -191.9% | -55.6% |
| All | +149.5% | +190.6% | -41.1% | +54.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling