+263.2%
ROIV vs PSLV
+179.9%
+83.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.4% |
| 7D | +22.3% | +3.3% | +19.0% | +21.6% |
| 30D | +16.9% | +2.1% | +14.7% | +16.4% |
| 3M | +43.9% | +7.1% | +36.8% | +41.7% |
| 6M | +41.6% | -21.6% | +63.2% | +46.2% |
| YTD | +92.7% | -6.7% | +99.4% | +87.7% |
| 1Y | +210.2% | +59.3% | +150.9% | +165.7% |
| All | +263.2% | +179.9% | +83.3% | +150.9% |
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 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