+48.9%
OUST vs PSLV
+0.7%
+48.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.8% | +2.9% | +0.7% |
| 7D | +31.9% | +3.9% | +28.0% | +30.3% |
| 30D | -4.2% | -16.3% | +12.1% | +3.1% |
| 3M | -9.3% | -23.0% | +13.7% | +0.6% |
| 6M | +51.7% | -36.5% | +88.2% | +75.6% |
| YTD | +76.6% | -29.6% | +106.3% | +108.7% |
| 1Y | +48.9% | -0.5% | +49.4% | +72.1% |
| All | +48.9% | +0.7% | +48.2% | +72.1% |
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