-55.3%
PODD vs PSLV
+154.2%
-209.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.1% |
| 7D | -10.5% | -3.5% | -7.1% | -10.2% |
| 30D | -9.0% | -2.1% | -6.9% | -8.9% |
| 3M | -11.5% | -1.6% | -9.9% | -11.6% |
| 6M | -44.7% | -25.5% | -19.2% | -42.7% |
| YTD | -53.6% | -11.4% | -42.2% | -55.1% |
| 1Y | -61.0% | +48.6% | -109.5% | -67.5% |
| 3Y | -24.7% | +166.9% | -191.6% | -49.9% |
| All | -55.3% | +154.2% | -209.5% | -71.9% |
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