+29.6%
LUV vs PSLV
+57.1%
-27.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.2% | +3.5% | +2.4% |
| 7D | +0.4% | -0.6% | +1.1% | +0.5% |
| 30D | -18.4% | +7.3% | -25.7% | -19.0% |
| 3M | -3.2% | -7.4% | +4.2% | -2.9% |
| 6M | -14.8% | -20.3% | +5.4% | -14.1% |
| YTD | -2.9% | -8.2% | +5.4% | -3.3% |
| 1Y | +29.6% | +57.9% | -28.3% | +26.4% |
| All | +29.6% | +57.1% | -27.5% | +26.4% |
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 · 6 months rolling