+65.1%
RSP vs PSLV
+110.4%
-45.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.4% |
| 7D | +2.4% | -6.3% | +8.7% | +2.9% |
| 30D | +4.3% | -12.7% | +16.9% | +5.3% |
| 3M | -0.3% | -24.7% | +24.4% | +1.8% |
| 6M | +9.8% | -44.6% | +54.4% | +14.6% |
| YTD | +16.8% | -33.3% | +50.1% | +17.3% |
| 1Y | +19.5% | -8.6% | +28.1% | +15.3% |
| 3Y | +65.1% | +108.2% | -43.0% | +38.6% |
| All | +65.1% | +110.4% | -45.3% | +38.6% |
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