+9.1%
PSLV vs BUD
+38.4%
-29.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +3.1% | +2.9% | +5.2% |
| 7D | -2.6% | +3.3% | -6.0% | -3.4% |
| 30D | -14.2% | +11.8% | -26.0% | -16.9% |
| 3M | -12.2% | -1.1% | -11.2% | -11.9% |
| 6M | -28.1% | +14.9% | -43.0% | -33.4% |
| YTD | -28.2% | +32.6% | -60.8% | -38.2% |
| 1Y | +9.1% | +37.2% | -28.1% | -7.0% |
| All | +9.1% | +38.4% | -29.2% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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