+764.7%
PODD vs PSLV
+120.6%
+644.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.4% | -5.5% | -3.3% |
| 7D | -6.9% | +3.3% | -10.2% | -7.2% |
| 30D | -3.5% | +2.1% | -5.6% | -3.8% |
| 3M | -13.6% | +7.1% | -20.7% | -14.6% |
| 6M | -42.6% | -21.6% | -21.0% | -41.4% |
| YTD | -51.5% | -6.7% | -44.8% | -52.3% |
| 1Y | -60.9% | +59.3% | -120.2% | -64.6% |
| 3Y | -19.8% | +182.1% | -201.9% | -33.5% |
| 5Y | -54.4% | +162.6% | -217.0% | -62.2% |
| 10Y | +236.1% | +203.0% | +33.0% | +167.5% |
| All | +764.7% | +120.6% | +644.1% | +582.4% |
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 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