-49.8%
USAR vs PSLV
+7.9%
-57.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +6.0% | -11.8% | -9.0% |
| 7D | -21.8% | -2.6% | -19.1% | -20.8% |
| 30D | -39.9% | -14.2% | -25.8% | -34.9% |
| 3M | -52.5% | -12.2% | -40.3% | -49.1% |
| 6M | -67.9% | -28.1% | -39.9% | -62.3% |
| YTD | -31.1% | -28.2% | -2.9% | -25.0% |
| 1Y | -49.8% | +9.1% | -59.0% | -58.8% |
| All | -49.8% | +7.9% | -57.7% | -58.8% |
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 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