+319.1%
DELL vs PSLV
+57.1%
+261.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.8% |
| 7D | +14.9% | -0.6% | +15.5% | +15.1% |
| 30D | +13.3% | +7.3% | +6.0% | +11.6% |
| 3M | +24.4% | -7.4% | +31.8% | +25.5% |
| 6M | +258.0% | -20.3% | +278.3% | +268.0% |
| YTD | +320.2% | -8.2% | +328.4% | +324.3% |
| 1Y | +319.1% | +57.9% | +261.1% | +293.2% |
| All | +319.1% | +57.1% | +261.9% | +293.2% |
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