-13.4%
FND vs PSLV
+7.9%
-21.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +6.0% | +4.9% | +9.9% |
| 7D | +12.3% | -2.6% | +15.0% | +12.7% |
| 30D | +14.7% | -14.2% | +28.9% | +17.4% |
| 3M | -12.0% | -12.2% | +0.2% | -10.4% |
| 6M | +10.8% | -28.1% | +38.8% | +16.1% |
| YTD | -12.3% | -28.2% | +15.9% | -11.2% |
| 1Y | -13.4% | +9.1% | -22.5% | -22.7% |
| All | -13.4% | +7.9% | -21.3% | -22.7% |
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