+44.7%
DG vs PSLV
+7.9%
+36.8%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +6.0% | +2.5% | +8.2% |
| 7D | +12.3% | -2.6% | +14.9% | +12.3% |
| 30D | +19.3% | -14.2% | +33.5% | +20.0% |
| 3M | +11.9% | -12.2% | +24.1% | +12.2% |
| 6M | +25.0% | -28.1% | +53.1% | +26.7% |
| YTD | +8.7% | -28.2% | +36.9% | +7.8% |
| 1Y | +44.7% | +9.1% | +35.6% | +39.8% |
| All | +44.7% | +7.9% | +36.8% | +39.8% |
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