+607.3%
FITB vs PSLV
+108.9%
+498.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.3% | +5.7% | +0.8% |
| 7D | -1.0% | -4.9% | +3.9% | -0.7% |
| 30D | -5.5% | -1.9% | -3.6% | -5.4% |
| 3M | +4.1% | +4.2% | -0.1% | +3.6% |
| 6M | +18.7% | -27.6% | +46.3% | +20.8% |
| YTD | +18.2% | -11.7% | +29.8% | +17.1% |
| 1Y | +23.7% | +49.3% | -25.7% | +17.1% |
| 3Y | +130.8% | +167.1% | -36.4% | +107.1% |
| 5Y | +69.8% | +151.7% | -81.9% | +51.9% |
| 10Y | +287.4% | +187.0% | +100.4% | +235.0% |
| All | +607.3% | +108.9% | +498.4% | +479.5% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling