+28.4%
RTX vs PSLV
+57.1%
-28.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.6% |
| 7D | -5.2% | -0.6% | -4.5% | -5.1% |
| 30D | -9.4% | +7.3% | -16.6% | -9.6% |
| 3M | +12.3% | -7.4% | +19.7% | +12.4% |
| 6M | -3.1% | -20.3% | +17.2% | -3.1% |
| YTD | +10.7% | -8.2% | +18.9% | +12.3% |
| 1Y | +28.4% | +57.9% | -29.5% | +32.3% |
| All | +28.4% | +57.1% | -28.7% | +32.3% |
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