+9.1%
PSLV vs EXR
+28.1%
-18.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +3.1% | +2.9% | +4.5% |
| 7D | -2.6% | +11.3% | -13.9% | -7.5% |
| 30D | -14.2% | +21.2% | -35.3% | -22.1% |
| 3M | -12.2% | +8.7% | -21.0% | -15.7% |
| 6M | -28.1% | +18.2% | -46.3% | -35.7% |
| YTD | -28.2% | +27.9% | -56.2% | -38.6% |
| 1Y | +9.1% | +28.3% | -19.2% | -6.6% |
| All | +9.1% | +28.1% | -18.9% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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