-8.5%
BX vs PSLV
+7.9%
-16.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.0% | +0.3% | +5.6% |
| 7D | +8.3% | -2.6% | +10.9% | +8.5% |
| 30D | +13.5% | -14.2% | +27.7% | +15.3% |
| 3M | -7.6% | -12.2% | +4.6% | -6.3% |
| 6M | +4.0% | -28.1% | +32.1% | +6.8% |
| YTD | -15.2% | -28.2% | +13.0% | -14.9% |
| 1Y | -8.5% | +9.1% | -17.6% | -10.5% |
| All | -8.5% | +7.9% | -16.3% | -10.5% |
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