+5,074.9%
DELL vs PSLV
+173.5%
+4,901.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.3% | +11.7% | +11.9% |
| 7D | +8.2% | -3.5% | +11.7% | +9.3% |
| 30D | +17.1% | -2.1% | +19.2% | +17.8% |
| 3M | +45.2% | -1.6% | +46.8% | +45.4% |
| 6M | +286.8% | -25.5% | +312.3% | +311.3% |
| YTD | +354.8% | -11.4% | +366.2% | +351.1% |
| 1Y | +358.3% | +48.6% | +309.7% | +291.6% |
| 3Y | +724.9% | +166.9% | +558.0% | +503.5% |
| 5Y | +1,193.7% | +152.4% | +1,041.3% | +838.5% |
| 10Y | +4,433.8% | +187.8% | +4,246.0% | +2,797.6% |
| All | +5,074.9% | +173.5% | +4,901.4% | +3,235.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling