+47.7%
HAS vs PSLV
+79.9%
-32.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.5% | -0.5% |
| 7D | +1.4% | -6.3% | +7.7% | +2.1% |
| 30D | +26.3% | -12.7% | +39.0% | +28.0% |
| 3M | +25.6% | -24.7% | +50.3% | +29.0% |
| 6M | +30.3% | -44.6% | +74.8% | +37.8% |
| YTD | +50.4% | -33.3% | +83.6% | +51.5% |
| 1Y | +57.7% | -8.6% | +66.3% | +50.8% |
| 3Y | +213.4% | +108.2% | +105.2% | +161.3% |
| All | +47.7% | +79.9% | -32.2% | +19.1% |
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