-0.2%
SCHG vs PSLV
+6.6%
-6.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -5.4% |
| 7D | -6.8% | -0.1% | -6.7% | -6.8% |
| 30D | -11.2% | -15.6% | +4.5% | -9.7% |
| 3M | -7.4% | -16.6% | +9.3% | -5.8% |
| 6M | -1.0% | -28.5% | +27.5% | +1.7% |
| YTD | +0.9% | -28.7% | +29.6% | +1.6% |
| 1Y | -0.2% | +5.8% | -5.9% | -7.8% |
| All | -0.2% | +6.6% | -6.8% | -7.8% |
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