-41.6%
ORCL vs PSLV
-10.8%
-30.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -0.9% |
| 7D | +8.0% | -6.3% | +14.3% | +9.5% |
| 30D | -4.0% | -12.7% | +8.7% | -1.1% |
| 3M | -19.5% | -24.7% | +5.3% | -14.4% |
| 6M | -33.5% | -44.6% | +11.1% | -27.0% |
| YTD | -34.8% | -33.3% | -1.6% | -31.3% |
| 1Y | -41.6% | -8.6% | -33.0% | -39.7% |
| All | -41.6% | -10.8% | -30.8% | -39.7% |
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 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