+181.0%
PSLV vs URA
+116.4%
+64.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.3% | +3.8% | +3.0% |
| 7D | +3.3% | +5.7% | -2.4% | +0.8% |
| 30D | +2.1% | +5.6% | -3.5% | -0.4% |
| 3M | +7.1% | +6.2% | +0.9% | +4.1% |
| 6M | -21.6% | -8.2% | -13.3% | -19.1% |
| YTD | -6.7% | +9.7% | -16.4% | -6.7% |
| 1Y | +59.3% | +17.0% | +42.3% | +55.6% |
| All | +181.0% | +116.4% | +64.6% | +137.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 3y: compounded portfolio wealth divided by compounded URA 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…
3y analysis · Full analysis span regression · 6 months rolling