+12.5%
UAL vs PSLV
-10.8%
+23.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.3% | +0.5% | -1.4% |
| 7D | -3.0% | -6.3% | +3.3% | -1.9% |
| 30D | +10.5% | -12.7% | +23.1% | +12.8% |
| 3M | -13.5% | -24.7% | +11.3% | -9.8% |
| 6M | +14.2% | -44.6% | +58.8% | +23.2% |
| YTD | -2.2% | -33.3% | +31.0% | +0.5% |
| 1Y | +12.5% | -8.6% | +21.1% | +1.4% |
| All | +12.5% | -10.8% | +23.3% | +1.4% |
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