-47.1%
PLTU vs PSLV
+7.9%
-55.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.0% | -10.5% | -7.0% |
| 7D | -24.5% | -2.6% | -21.9% | -23.7% |
| 30D | -20.2% | -14.2% | -6.0% | -14.9% |
| 3M | +3.1% | -12.2% | +15.3% | +8.7% |
| 6M | +8.7% | -28.1% | +36.8% | +22.1% |
| YTD | -36.2% | -28.2% | -8.0% | -34.4% |
| 1Y | -47.1% | +9.1% | -56.3% | -67.4% |
| All | -47.1% | +7.9% | -55.0% | -67.4% |
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