+175.3%
LITE vs PSLV
-8.8%
+184.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.5% | -0.1% | -2.5% |
| 7D | +22.6% | -4.3% | +26.8% | +24.4% |
| 30D | -36.8% | -16.6% | -20.2% | -32.8% |
| 3M | -33.0% | -24.6% | -8.4% | -26.6% |
| 6M | -37.1% | -42.5% | +5.5% | -27.8% |
| YTD | +69.5% | -31.7% | +101.2% | +64.8% |
| All | +175.3% | -8.8% | +184.1% | +105.7% |
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