+32.4%
DLTR vs PSLV
+154.2%
-121.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.4% |
| 7D | -10.1% | -3.5% | -6.6% | -9.9% |
| 30D | -8.1% | -2.1% | -6.0% | -8.1% |
| 3M | +2.9% | -1.6% | +4.5% | +2.8% |
| 6M | +4.3% | -25.5% | +29.8% | +6.6% |
| YTD | -3.9% | -11.4% | +7.5% | -5.7% |
| 1Y | +18.9% | +48.6% | -29.7% | +8.9% |
| 3Y | +1.9% | +166.9% | -165.0% | -12.5% |
| All | +32.4% | +154.2% | -121.9% | +7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling