+161.9%
DAL vs PSLV
+115.3%
+46.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.5% | -1.8% | -4.8% |
| 7D | +1.4% | -4.3% | +5.7% | +2.0% |
| 30D | +9.1% | -16.6% | +25.7% | +11.6% |
| 3M | -3.5% | -24.6% | +21.1% | -0.2% |
| 6M | +23.4% | -42.5% | +65.9% | +31.2% |
| YTD | +26.0% | -31.7% | +57.8% | +26.0% |
| 1Y | +44.6% | -8.7% | +53.3% | +36.0% |
| All | +161.9% | +115.3% | +46.5% | +112.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling