+325.3%
STX vs PSLV
+49.9%
+275.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.3% | -4.0% | -3.8% |
| 7D | -2.3% | -3.5% | +1.2% | -1.1% |
| 30D | -5.5% | -2.1% | -3.3% | -5.0% |
| 3M | -4.3% | -1.6% | -2.7% | -4.4% |
| 6M | +115.6% | -25.5% | +141.1% | +134.2% |
| YTD | +202.2% | -11.4% | +213.6% | +194.3% |
| 1Y | +325.3% | +48.6% | +276.7% | +193.6% |
| All | +325.3% | +49.9% | +275.4% | +193.6% |
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