+47.2%
CAPR vs PSLV
+7.9%
+39.3%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.0% | +2.3% | +7.3% |
| 7D | +43.2% | -2.6% | +45.8% | +43.6% |
| 30D | +14.7% | -14.2% | +28.8% | +17.0% |
| 3M | +113.9% | -12.2% | +126.2% | +117.2% |
| 6M | -73.4% | -28.1% | -45.3% | -72.1% |
| YTD | -69.1% | -28.2% | -40.9% | -53.7% |
| 1Y | +47.2% | +9.1% | +38.1% | +630.6% |
| All | +47.2% | +7.9% | +39.3% | +630.6% |
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