+34.3%
TRV vs PSLV
+57.1%
-22.8%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.4% |
| 7D | -0.1% | -0.6% | +0.5% | -0.2% |
| 30D | -3.4% | +7.3% | -10.7% | -3.1% |
| 3M | +26.4% | -7.4% | +33.8% | +26.3% |
| 6M | +19.3% | -20.3% | +39.6% | +18.9% |
| YTD | +28.3% | -8.2% | +36.6% | +30.5% |
| 1Y | +34.3% | +57.9% | -23.7% | +45.8% |
| All | +34.3% | +57.1% | -22.8% | +45.8% |
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