+22.6%
XHB vs PSLV
+165.9%
-143.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.6% |
| 7D | -4.6% | -3.5% | -1.2% | -4.3% |
| 30D | -9.1% | -2.1% | -7.0% | -9.0% |
| 3M | -8.6% | -1.6% | -6.9% | -8.6% |
| 6M | -4.0% | -25.5% | +21.5% | -1.7% |
| YTD | -3.9% | -11.4% | +7.5% | -5.1% |
| 1Y | -16.5% | +48.6% | -65.1% | -23.9% |
| 3Y | +22.6% | +166.9% | -144.3% | -2.0% |
| All | +22.6% | +165.9% | -143.3% | -2.0% |
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 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