+123.3%
UAL vs PSLV
+84.6%
+38.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -3.5% | -2.5% | -5.4% |
| 7D | +0.7% | -4.3% | +5.0% | +1.4% |
| 30D | +7.8% | -16.6% | +24.4% | +10.8% |
| 3M | -11.1% | -24.6% | +13.5% | -7.3% |
| 6M | +16.1% | -42.5% | +58.6% | +25.3% |
| YTD | -0.5% | -31.7% | +31.2% | +1.8% |
| 1Y | +11.3% | -8.7% | +19.9% | +8.2% |
| 3Y | +192.8% | +113.6% | +79.2% | +151.2% |
| 5Y | +123.3% | +83.3% | +39.9% | +93.0% |
| All | +123.3% | +84.6% | +38.7% | +93.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling