+558.6%
QQQ vs PSLV
+190.6%
+368.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | -0.6% | -3.5% | +2.9% | 0.0% |
| 30D | -1.2% | -2.1% | +0.9% | -1.0% |
| 3M | -0.2% | -1.6% | +1.4% | -0.2% |
| 6M | +17.9% | -25.5% | +43.4% | +22.9% |
| YTD | +16.6% | -11.4% | +28.1% | +14.7% |
| 1Y | +23.0% | +48.6% | -25.6% | +7.9% |
| 3Y | +92.9% | +166.9% | -73.9% | +47.7% |
| 5Y | +95.6% | +152.4% | -56.8% | +49.1% |
| All | +558.6% | +190.6% | +368.0% | +346.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling