+33.0%
USB vs PSLV
+4.7%
+28.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.7% | -0.2% | +2.4% |
| 7D | +0.8% | +6.3% | -5.6% | +0.5% |
| 30D | +6.8% | -13.0% | +19.8% | +7.1% |
| 3M | -3.8% | -16.9% | +13.1% | -3.4% |
| 6M | +11.7% | -34.0% | +45.7% | +12.8% |
| YTD | +17.5% | -26.8% | +44.3% | +15.6% |
| All | +33.0% | +4.7% | +28.3% | +27.4% |
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