+73.2%
WDC vs PSLV
-28.4%
+101.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.3% | +0.9% | -1.6% |
| 7D | +4.4% | -4.9% | +9.3% | +7.2% |
| 30D | +5.3% | -1.9% | +7.2% | +5.7% |
| 3M | -5.9% | +4.2% | -10.1% | -8.6% |
| 6M | +73.2% | -27.6% | +100.8% | +100.6% |
| All | +73.2% | -28.4% | +101.6% | +100.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling