+9.1%
PSLV vs WTW
+8.6%
+0.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +3.0% | +3.0% | +6.6% |
| 7D | -2.6% | +4.9% | -7.5% | -1.6% |
| 30D | -14.2% | +17.1% | -31.3% | -11.0% |
| 3M | -12.2% | -0.3% | -11.9% | -12.5% |
| 6M | -28.1% | +30.7% | -58.7% | -21.6% |
| YTD | -28.2% | +3.7% | -31.9% | -22.5% |
| 1Y | +9.1% | +5.9% | +3.2% | +18.4% |
| All | +9.1% | +8.6% | +0.5% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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