+44.9%
C vs PSLV
+57.1%
-12.3%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.2% |
| 7D | +3.6% | -0.6% | +4.3% | +3.7% |
| 30D | +0.1% | +7.3% | -7.2% | -0.5% |
| 3M | +2.4% | -7.4% | +9.8% | +2.5% |
| 6M | +24.9% | -20.3% | +45.2% | +25.5% |
| YTD | +19.8% | -8.2% | +28.0% | +17.5% |
| 1Y | +44.9% | +57.9% | -13.1% | +35.5% |
| All | +44.9% | +57.1% | -12.3% | +35.5% |
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