-11.5%
SHW vs PSLV
+49.9%
-61.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.6% | +1.8% |
| 7D | -3.1% | -3.5% | +0.3% | -2.9% |
| 30D | -10.0% | -2.1% | -7.9% | -9.9% |
| 3M | +2.3% | -1.6% | +3.9% | +2.3% |
| 6M | +0.7% | -25.5% | +26.2% | +1.8% |
| YTD | +0.5% | -11.4% | +11.9% | +0.8% |
| 1Y | -11.5% | +48.6% | -60.1% | -9.9% |
| All | -11.5% | +49.9% | -61.3% | -9.9% |
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 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