+21.2%
OUST vs PSLV
+7.9%
+13.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.7% | +6.0% | +9.7% | +13.3% |
| 7D | -0.2% | -2.6% | +2.4% | +1.0% |
| 30D | -24.0% | -14.2% | -9.8% | -19.1% |
| 3M | -29.9% | -12.2% | -17.6% | -26.1% |
| 6M | +19.1% | -28.1% | +47.2% | +33.2% |
| YTD | +55.0% | -28.2% | +83.2% | +80.9% |
| 1Y | +21.2% | +9.1% | +12.0% | +22.7% |
| All | +21.2% | +7.9% | +13.3% | +22.7% |
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