+78.6%
UUUU vs PSLV
+154.2%
-75.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.3% | -5.3% | -5.2% |
| 7D | -10.5% | -3.5% | -7.0% | -8.3% |
| 30D | -10.5% | -2.1% | -8.4% | -9.2% |
| 3M | -14.1% | -1.6% | -12.5% | -13.6% |
| 6M | -35.5% | -25.5% | -10.0% | -21.8% |
| YTD | -10.9% | -11.4% | +0.5% | -11.9% |
| 1Y | +3.4% | +48.6% | -45.2% | -35.7% |
| 3Y | +73.1% | +166.9% | -93.8% | -35.5% |
| All | +78.6% | +154.2% | -75.6% | -26.8% |
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 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