+124.6%
UAL vs PSLV
+179.9%
-55.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.4% | -3.4% | -1.4% |
| 7D | -1.1% | +3.3% | -4.5% | -1.6% |
| 30D | -13.4% | +2.1% | -15.6% | -13.8% |
| 3M | -2.3% | +7.1% | -9.4% | -3.6% |
| 6M | +13.3% | -21.6% | +34.9% | +16.3% |
| YTD | -4.2% | -6.7% | +2.5% | -7.3% |
| 1Y | +1.4% | +59.3% | -57.9% | -12.9% |
| All | +124.6% | +179.9% | -55.3% | +72.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling