+40.0%
HLT vs PSLV
+6.6%
+33.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.8% |
| 7D | +3.6% | -0.1% | +3.6% | +3.5% |
| 30D | +14.6% | -15.6% | +30.2% | +15.5% |
| 3M | +13.9% | -16.6% | +30.6% | +14.8% |
| 6M | +18.3% | -28.5% | +46.8% | +19.5% |
| YTD | +28.9% | -28.7% | +57.5% | +27.4% |
| 1Y | +40.0% | +5.8% | +34.3% | +32.1% |
| All | +40.0% | +6.6% | +33.4% | +32.1% |
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 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