+36.5%
USB vs PSLV
+7.9%
+28.6%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.0% | -4.1% | +1.7% |
| 7D | +2.4% | -2.6% | +5.0% | +2.4% |
| 30D | +6.6% | -14.2% | +20.7% | +7.0% |
| 3M | -4.1% | -12.2% | +8.2% | -3.8% |
| 6M | +12.5% | -28.1% | +40.6% | +13.3% |
| YTD | +17.6% | -28.2% | +45.8% | +15.9% |
| 1Y | +36.5% | +9.1% | +27.4% | +29.1% |
| All | +36.5% | +7.9% | +28.6% | +29.1% |
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