+134.1%
PSX vs PSLV
+165.9%
-31.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.4% |
| 7D | +1.7% | -3.5% | +5.2% | +1.9% |
| 30D | +15.6% | -2.1% | +17.8% | +15.7% |
| 3M | +46.5% | -1.6% | +48.1% | +46.4% |
| 6M | +55.0% | -25.5% | +80.5% | +57.7% |
| YTD | +105.3% | -11.4% | +116.7% | +99.1% |
| 1Y | +101.6% | +48.6% | +53.0% | +77.0% |
| 3Y | +134.1% | +166.9% | -32.7% | +80.7% |
| All | +134.1% | +165.9% | -31.7% | +80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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