-56.3%
INIO vs PSLV
-21.8%
-34.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | +6.0% | -25.5% | -23.0% |
| 7D | -19.7% | -2.6% | -17.0% | -17.9% |
| 30D | -22.3% | -14.2% | -8.2% | -12.3% |
| 3M | -46.1% | -12.2% | -33.9% | -40.5% |
| All | -56.3% | -21.8% | -34.5% | -49.4% |
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 · Available span rolling