+2.0%
IBKR vs PSLV
+6.6%
-4.7%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.6% | -6.0% | -6.5% |
| 7D | -11.1% | -0.1% | -11.0% | -11.0% |
| 30D | -19.7% | -15.6% | -4.1% | -16.3% |
| 3M | -18.0% | -16.6% | -1.4% | -14.3% |
| 6M | -13.2% | -28.5% | +15.3% | -7.1% |
| YTD | +13.4% | -28.7% | +42.1% | +12.1% |
| 1Y | +2.0% | +5.8% | -3.8% | -18.2% |
| All | +2.0% | +6.6% | -4.7% | -18.2% |
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