+877.5%
TRV vs PSLV
+109.5%
+768.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.8% | +2.1% |
| 7D | +1.9% | -3.5% | +5.4% | +2.1% |
| 30D | +1.7% | -2.1% | +3.9% | +1.8% |
| 3M | +23.9% | -1.6% | +25.5% | +23.8% |
| 6M | +26.3% | -25.5% | +51.8% | +27.9% |
| YTD | +30.8% | -11.4% | +42.2% | +29.8% |
| 1Y | +36.3% | +48.6% | -12.3% | +29.6% |
| 3Y | +145.0% | +166.9% | -21.9% | +121.0% |
| 5Y | +163.9% | +152.4% | +11.5% | +137.8% |
| 10Y | +305.8% | +187.8% | +118.0% | +252.4% |
| All | +877.5% | +109.5% | +768.0% | +733.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling