+114.5%
PSLV vs BUD
+81.4%
+33.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | 0.0% | -0.6% |
| 7D | +2.7% | +0.8% | +1.9% | +2.5% |
| 30D | +3.5% | -4.8% | +8.3% | +4.4% |
| 3M | +0.3% | +1.4% | -1.1% | -0.2% |
| 6M | -21.0% | +9.9% | -30.9% | -22.7% |
| YTD | -8.9% | +26.3% | -35.3% | -13.2% |
| 1Y | +54.0% | +36.1% | +17.8% | +44.6% |
| 3Y | +175.4% | +48.6% | +126.9% | +152.8% |
| 5Y | +157.7% | +45.0% | +112.7% | +134.5% |
| 10Y | +184.9% | -23.1% | +208.0% | +176.2% |
| All | +114.5% | +81.4% | +33.1% | +68.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling