-47.1%
OPEN vs PSLV
+57.1%
-104.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.0% |
| 7D | -4.3% | -0.6% | -3.6% | -4.1% |
| 30D | -16.2% | +7.3% | -23.5% | -17.9% |
| 3M | -36.4% | -7.4% | -28.9% | -35.2% |
| 6M | -35.5% | -20.3% | -15.2% | -32.5% |
| YTD | -46.0% | -8.2% | -37.7% | -45.4% |
| 1Y | -47.1% | +57.9% | -105.1% | -35.5% |
| All | -47.1% | +57.1% | -104.3% | -35.5% |
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