+35.8%
EQT vs PSLV
+165.1%
-129.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.3% | +5.9% | +1.1% |
| 7D | -1.2% | -4.9% | +3.7% | -0.8% |
| 30D | +1.1% | -1.9% | +3.0% | +1.1% |
| 3M | +4.8% | +4.2% | +0.6% | +4.1% |
| 6M | -10.6% | -27.6% | +17.0% | -8.3% |
| YTD | +3.4% | -11.7% | +15.1% | -0.9% |
| 1Y | +8.7% | +49.3% | -40.6% | -8.3% |
| All | +35.8% | +165.1% | -129.3% | -2.9% |
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