+26.4%
P vs PSLV
+57.1%
-30.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +1.7% |
| 7D | +6.5% | -0.6% | +7.2% | +6.7% |
| 30D | +18.8% | +7.3% | +11.6% | +16.4% |
| 3M | +26.7% | -7.4% | +34.2% | +28.3% |
| 6M | +62.2% | -20.3% | +82.5% | +68.4% |
| YTD | +48.5% | -8.2% | +56.7% | +44.0% |
| 1Y | +26.4% | +57.9% | -31.5% | +6.4% |
| All | +26.4% | +57.1% | -30.7% | +6.4% |
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