+1,978.3%
NOW vs PSLV
+35.7%
+1,942.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +1.8% |
| 7D | +0.3% | -6.3% | +6.6% | +1.0% |
| 30D | -27.0% | -12.7% | -14.3% | -25.9% |
| 3M | -19.6% | -24.7% | +5.1% | -17.4% |
| 6M | +17.5% | -44.6% | +62.1% | +24.1% |
| YTD | -33.3% | -33.3% | 0.0% | -32.4% |
| 1Y | -39.8% | -8.6% | -31.3% | -41.7% |
| 3Y | -19.9% | +108.2% | -128.1% | -31.3% |
| 5Y | -26.1% | +79.1% | -105.2% | -36.0% |
| 10Y | +518.7% | +137.7% | +381.1% | +415.8% |
| All | +1,978.3% | +35.7% | +1,942.6% | +1,709.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling