+142.1%
WBD vs PSLV
+165.9%
-23.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -0.7% | -3.5% | +2.7% | -0.4% |
| 30D | +1.4% | -2.1% | +3.6% | +1.5% |
| 3M | +4.4% | -1.6% | +6.0% | +4.4% |
| 6M | +0.8% | -25.5% | +26.3% | +3.7% |
| YTD | -2.7% | -11.4% | +8.7% | -7.0% |
| 1Y | +73.4% | +48.6% | +24.8% | +39.4% |
| 3Y | +142.1% | +166.9% | -24.7% | +48.9% |
| All | +142.1% | +165.9% | -23.7% | +48.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling