+247.9%
SOXX vs PSLV
+154.2%
+93.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.8% |
| 7D | +1.4% | -3.5% | +4.8% | +2.4% |
| 30D | -3.6% | -2.1% | -1.4% | -3.1% |
| 3M | -10.2% | -1.6% | -8.5% | -10.1% |
| 6M | +54.2% | -25.5% | +79.7% | +64.9% |
| YTD | +75.2% | -11.4% | +86.6% | +71.7% |
| 1Y | +107.5% | +48.6% | +58.9% | +70.8% |
| 3Y | +226.8% | +166.9% | +59.9% | +123.0% |
| All | +247.9% | +154.2% | +93.6% | +125.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling