+8.9%
GE vs PSLV
+7.9%
+1.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.0% | -3.3% | +2.2% |
| 7D | +9.4% | -2.6% | +12.0% | +9.6% |
| 30D | +7.5% | -14.2% | +21.7% | +8.7% |
| 3M | -12.5% | -12.2% | -0.3% | -11.9% |
| 6M | +17.8% | -28.1% | +45.8% | +20.4% |
| YTD | +7.4% | -28.2% | +35.6% | +7.0% |
| 1Y | +8.9% | +9.1% | -0.2% | +3.0% |
| All | +8.9% | +7.9% | +1.0% | +3.0% |
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