+719.8%
MU vs PSLV
+57.1%
+662.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +6.5% |
| 7D | +9.0% | -0.6% | +9.6% | +9.2% |
| 30D | +13.8% | +7.3% | +6.5% | +10.8% |
| 3M | +2.1% | -7.4% | +9.5% | +4.0% |
| 6M | +153.8% | -20.3% | +174.1% | +166.4% |
| YTD | +256.4% | -8.2% | +264.6% | +242.5% |
| 1Y | +719.8% | +57.9% | +661.8% | +538.5% |
| All | +719.8% | +57.1% | +662.6% | +538.5% |
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