+204.5%
URI vs PSLV
+79.9%
+124.6%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -1.0% |
| 7D | +6.7% | -6.3% | +13.0% | +7.5% |
| 30D | +8.9% | -12.7% | +21.5% | +10.4% |
| 3M | +0.5% | -24.7% | +25.3% | +3.6% |
| 6M | +20.7% | -44.6% | +65.3% | +28.2% |
| YTD | +40.0% | -33.3% | +73.3% | +39.8% |
| 1Y | +34.4% | -8.6% | +43.0% | +25.8% |
| 3Y | +149.5% | +108.2% | +41.3% | +92.8% |
| All | +204.5% | +79.9% | +124.6% | +121.9% |
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 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