+48.1%
PAAS vs PSLV
+79.9%
-31.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | +1.6% |
| 7D | -8.9% | -6.3% | -2.6% | -2.9% |
| 30D | -11.4% | -12.7% | +1.3% | +1.3% |
| 3M | -20.4% | -24.7% | +4.3% | +5.0% |
| 6M | -40.7% | -44.6% | +3.9% | +4.9% |
| YTD | -26.9% | -33.3% | +6.3% | -8.5% |
| 1Y | -3.1% | -8.6% | +5.5% | -19.5% |
| 3Y | +199.3% | +108.2% | +91.1% | -9.3% |
| All | +48.1% | +79.9% | -31.9% | -45.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling