-18.0%
WU vs PSLV
+7.9%
-25.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +6.0% | -0.6% | +5.2% |
| 7D | +8.2% | -2.6% | +10.8% | +8.2% |
| 30D | +8.0% | -14.2% | +22.2% | +8.4% |
| 3M | -6.6% | -12.2% | +5.6% | -6.5% |
| 6M | -23.3% | -28.1% | +4.8% | -22.8% |
| YTD | -22.4% | -28.2% | +5.8% | -22.0% |
| 1Y | -18.0% | +9.1% | -27.1% | -13.0% |
| All | -18.0% | +7.9% | -25.9% | -13.0% |
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