+409.4%
GE vs PSLV
+154.2%
+255.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.4% | -0.2% |
| 7D | -4.0% | -3.5% | -0.5% | -3.7% |
| 30D | -11.4% | -2.1% | -9.3% | -11.3% |
| 3M | -2.6% | -1.6% | -1.0% | -2.7% |
| 6M | -0.3% | -25.5% | +25.2% | +1.9% |
| YTD | +5.4% | -11.4% | +16.8% | +3.3% |
| 1Y | +15.5% | +48.6% | -33.0% | +4.7% |
| 3Y | +260.8% | +166.9% | +93.9% | +193.2% |
| All | +409.4% | +154.2% | +255.1% | +296.6% |
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