-77.5%
PLTD vs PSLV
+105.9%
-183.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.2% | +5.8% | +4.4% |
| 7D | +5.9% | -0.6% | +6.6% | +5.9% |
| 30D | -11.6% | +7.3% | -18.9% | -9.8% |
| 3M | -29.9% | -7.4% | -22.5% | -30.2% |
| 6M | -28.5% | -20.3% | -8.3% | -30.2% |
| YTD | -20.4% | -8.2% | -12.2% | -14.4% |
| 1Y | -33.3% | +57.9% | -91.2% | -3.0% |
| All | -77.5% | +105.9% | -183.4% | -54.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling