-54.6%
UUUU vs PSLV
+108.9%
-163.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -5.3% | -1.0% | -3.4% |
| 7D | -5.0% | -4.9% | -0.1% | -2.3% |
| 30D | -7.8% | -1.9% | -5.9% | -6.8% |
| 3M | -0.4% | +4.2% | -4.6% | -2.7% |
| 6M | -32.9% | -27.6% | -5.3% | -20.0% |
| YTD | -6.3% | -11.7% | +5.4% | -3.4% |
| 1Y | +7.9% | +49.3% | -41.4% | -18.1% |
| 3Y | +85.2% | +167.1% | -81.9% | +3.0% |
| 5Y | +97.0% | +151.7% | -54.7% | +13.9% |
| 10Y | +492.6% | +187.0% | +305.7% | +214.2% |
| All | -54.6% | +108.9% | -163.5% | -82.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling