-0.7%
PLD vs PSLV
+79.9%
-80.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.4% |
| 7D | +1.3% | -6.3% | +7.6% | +2.2% |
| 30D | -1.4% | -12.7% | +11.3% | +0.2% |
| 3M | -8.2% | -24.7% | +16.6% | -5.1% |
| 6M | -8.0% | -44.6% | +36.6% | -1.3% |
| YTD | +3.2% | -33.3% | +36.4% | +3.5% |
| 1Y | +7.0% | -8.6% | +15.6% | 0.0% |
| 3Y | +38.3% | +108.2% | -69.9% | +3.2% |
| All | -0.7% | +79.9% | -80.7% | -25.8% |
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