-53.5%
CSGP vs PSLV
+4.7%
-58.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.7% | -0.5% | +2.3% |
| 7D | -1.8% | +6.3% | -8.2% | -1.6% |
| 30D | +5.3% | -13.0% | +18.3% | +4.8% |
| 3M | +3.3% | -16.9% | +20.2% | +2.7% |
| 6M | -4.7% | -34.0% | +29.3% | -5.1% |
| YTD | -53.5% | -26.8% | -26.7% | -54.8% |
| All | -53.5% | +4.7% | -58.3% | -56.6% |
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