+1.2%
NOW vs PSLV
+162.3%
-161.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.4% | -4.7% | -2.6% |
| 7D | -4.1% | +3.3% | -7.4% | -4.4% |
| 30D | +2.9% | +2.1% | +0.8% | +2.6% |
| 3M | +22.6% | +7.1% | +15.4% | +21.6% |
| 6M | +7.5% | -21.6% | +29.1% | +9.6% |
| YTD | -14.4% | -6.7% | -7.7% | -17.4% |
| 1Y | -29.8% | +59.3% | -89.1% | -40.1% |
| 3Y | +9.2% | +182.1% | -172.9% | -19.7% |
| All | +1.2% | +162.3% | -161.1% | -29.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling