+417.4%
WDC vs PSLV
+57.1%
+360.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.2% | +7.0% | +6.3% |
| 7D | +1.7% | -0.6% | +2.4% | +1.9% |
| 30D | -10.0% | +7.3% | -17.2% | -13.0% |
| 3M | -18.8% | -7.4% | -11.3% | -16.8% |
| 6M | +79.0% | -20.3% | +99.3% | +91.0% |
| YTD | +171.6% | -8.2% | +179.8% | +164.4% |
| 1Y | +417.4% | +57.9% | +359.5% | +264.4% |
| All | +417.4% | +57.1% | +360.3% | +264.4% |
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