+223.8%
SIMO vs PSLV
+49.9%
+173.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.3% | +7.0% | +7.2% |
| 7D | +11.0% | -3.5% | +14.5% | +11.8% |
| 30D | +17.9% | -2.1% | +20.0% | +18.4% |
| 3M | +3.9% | -1.6% | +5.5% | +3.6% |
| 6M | +131.0% | -25.5% | +156.5% | +139.1% |
| YTD | +209.3% | -11.4% | +220.7% | +192.8% |
| 1Y | +223.8% | +48.6% | +175.2% | +156.4% |
| All | +223.8% | +49.9% | +173.9% | +156.4% |
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