+116.3%
PLTU vs PSLV
+96.7%
+19.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.4% |
| 7D | -8.1% | -3.5% | -4.7% | -6.5% |
| 30D | -7.0% | -2.1% | -4.9% | -6.1% |
| 3M | +40.0% | -1.6% | +41.7% | +41.3% |
| 6M | -6.0% | -25.5% | +19.5% | +5.2% |
| YTD | -37.1% | -11.4% | -25.7% | -42.0% |
| 1Y | -33.1% | +48.6% | -81.7% | -65.0% |
| All | +116.3% | +96.7% | +19.6% | -34.1% |
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