-41.5%
TRI vs PSLV
+49.9%
-91.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.7% |
| 7D | -7.9% | -3.5% | -4.4% | -8.0% |
| 30D | -4.5% | -2.1% | -2.4% | -4.6% |
| 3M | +22.1% | -1.6% | +23.7% | +22.6% |
| 6M | -2.8% | -25.5% | +22.7% | -2.2% |
| YTD | -23.4% | -11.4% | -12.0% | -24.8% |
| 1Y | -41.5% | +48.6% | -90.1% | -47.2% |
| All | -41.5% | +49.9% | -91.4% | -47.2% |
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