+15.4%
ORCL vs PSLV
+115.3%
-100.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.5% | -0.2% |
| 7D | +10.4% | -4.3% | +14.6% | +11.5% |
| 30D | -11.2% | -16.6% | +5.4% | -7.4% |
| 3M | -16.8% | -24.6% | +7.8% | -11.3% |
| 6M | -31.5% | -42.5% | +11.1% | -24.0% |
| YTD | -33.9% | -31.7% | -2.2% | -31.6% |
| 1Y | -43.3% | -8.7% | -34.6% | -45.5% |
| All | +15.4% | +115.3% | -100.0% | -8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling