+182.3%
WWD vs PSLV
+154.2%
+28.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.3% |
| 7D | -2.6% | -3.5% | +0.9% | -2.0% |
| 30D | -6.9% | -2.1% | -4.8% | -6.7% |
| 3M | -13.0% | -1.6% | -11.4% | -13.2% |
| 6M | -12.5% | -25.5% | +13.0% | -8.7% |
| YTD | +11.8% | -11.4% | +23.3% | +9.6% |
| 1Y | +41.1% | +48.6% | -7.5% | +22.6% |
| 3Y | +163.1% | +166.9% | -3.8% | +96.9% |
| All | +182.3% | +154.2% | +28.1% | +105.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling