+65.2%
HAS vs PSLV
+7.9%
+57.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +6.0% | -2.9% | +2.7% |
| 7D | +2.4% | -2.6% | +5.1% | +2.6% |
| 30D | +31.6% | -14.2% | +45.8% | +32.7% |
| 3M | +33.9% | -12.2% | +46.1% | +34.5% |
| 6M | +31.4% | -28.1% | +59.5% | +33.1% |
| YTD | +51.6% | -28.2% | +79.8% | +51.7% |
| 1Y | +65.2% | +9.1% | +56.1% | +56.9% |
| All | +65.2% | +7.9% | +57.3% | +56.9% |
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 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