+521.0%
LITE vs PSLV
+57.1%
+463.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.2% | +5.2% | +4.3% |
| 7D | -1.5% | -0.6% | -0.9% | -1.4% |
| 30D | +6.7% | +7.3% | -0.6% | +4.7% |
| 3M | -6.8% | -7.4% | +0.7% | -5.4% |
| 6M | +29.4% | -20.3% | +49.7% | +34.4% |
| YTD | +139.1% | -8.2% | +147.3% | +113.1% |
| 1Y | +521.0% | +57.9% | +463.1% | +262.8% |
| All | +521.0% | +57.1% | +463.9% | +262.8% |
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