+2,251.5%
TT vs PSLV
+117.0%
+2,134.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.0% |
| 7D | 0.0% | -0.6% | +0.6% | +0.1% |
| 30D | -7.2% | +7.3% | -14.4% | -8.0% |
| 3M | -3.0% | -7.4% | +4.5% | -2.3% |
| 6M | +1.4% | -20.3% | +21.6% | +3.5% |
| YTD | +15.9% | -8.2% | +24.1% | +14.8% |
| 1Y | +9.4% | +57.9% | -48.5% | +0.9% |
| 3Y | +124.4% | +162.1% | -37.7% | +92.4% |
| 5Y | +138.0% | +151.2% | -13.2% | +103.1% |
| 10Y | +886.4% | +191.7% | +694.7% | +705.3% |
| All | +2,251.5% | +117.0% | +2,134.5% | +1,684.8% |
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 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