+47.2%
LH vs PSLV
+7.9%
+39.4%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +6.0% | -2.1% | +3.7% |
| 7D | +2.1% | -2.6% | +4.7% | +2.2% |
| 30D | +19.2% | -14.2% | +33.3% | +19.7% |
| 3M | +18.0% | -12.2% | +30.3% | +18.6% |
| 6M | +46.1% | -28.1% | +74.2% | +47.9% |
| YTD | +47.7% | -28.2% | +75.9% | +45.1% |
| 1Y | +47.2% | +9.1% | +38.1% | +40.5% |
| All | +47.2% | +7.9% | +39.4% | +40.5% |
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