+151.7%
PSLV vs DAR
-6.7%
+158.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.7% | -3.6% | -5.1% |
| 7D | -4.9% | +0.9% | -5.8% | -5.0% |
| 30D | -1.9% | +6.4% | -8.3% | -2.8% |
| 3M | +4.2% | +13.2% | -9.1% | +2.3% |
| 6M | -27.6% | +26.2% | -53.8% | -30.1% |
| YTD | -11.7% | +84.4% | -96.0% | -19.0% |
| 1Y | +49.3% | +112.0% | -62.7% | +34.3% |
| 3Y | +167.1% | +13.4% | +153.8% | +156.3% |
| 5Y | +151.7% | -6.0% | +157.7% | +143.9% |
| All | +151.7% | -6.7% | +158.4% | +143.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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