+69.6%
PBR vs PSLV
+57.1%
+12.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.9% |
| 7D | +8.6% | -0.6% | +9.2% | +8.6% |
| 30D | +12.8% | +7.3% | +5.5% | +12.5% |
| 3M | +14.7% | -7.4% | +22.1% | +14.9% |
| 6M | +25.2% | -20.3% | +45.5% | +26.1% |
| YTD | +77.1% | -8.2% | +85.4% | +81.8% |
| 1Y | +69.6% | +57.9% | +11.6% | +87.6% |
| All | +69.6% | +57.1% | +12.4% | +87.6% |
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