+53.4%
ROKU vs PSLV
+7.9%
+45.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.0% | -4.5% | +0.3% |
| 7D | +4.8% | -2.6% | +7.4% | +5.3% |
| 30D | +6.1% | -14.2% | +20.3% | +9.2% |
| 3M | +10.5% | -12.2% | +22.7% | +12.5% |
| 6M | +29.2% | -28.1% | +57.2% | +36.8% |
| YTD | +50.0% | -28.2% | +78.2% | +56.6% |
| 1Y | +53.4% | +9.1% | +44.3% | +35.3% |
| All | +53.4% | +7.9% | +45.5% | +35.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling