+346.6%
SOXX vs PSLV
+7.3%
+339.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +6.0% | -9.1% | -5.2% |
| 7D | +158.9% | -2.6% | +161.5% | +160.6% |
| 30D | +129.2% | -14.2% | +143.4% | +138.8% |
| 3M | +149.7% | -12.2% | +161.9% | +158.4% |
| 6M | +193.4% | -28.1% | +221.5% | +217.4% |
| YTD | +351.0% | -28.2% | +379.2% | +364.9% |
| All | +346.6% | +7.3% | +339.3% | +271.1% |
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