+152.7%
PSLV vs URA
+91.2%
+61.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.3% | +3.6% | +1.4% |
| 7D | -3.5% | -5.5% | +2.0% | -1.6% |
| 30D | -2.1% | -3.7% | +1.5% | -0.9% |
| 3M | -1.6% | -2.9% | +1.3% | -0.8% |
| 6M | -25.5% | -15.2% | -10.3% | -21.4% |
| YTD | -11.4% | +1.9% | -13.3% | -9.5% |
| 1Y | +48.6% | +6.9% | +41.6% | +49.0% |
| 3Y | +166.9% | +99.6% | +67.3% | +125.8% |
| All | +152.7% | +91.2% | +61.5% | +108.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling