+1,794.9%
XLK vs PSLV
+109.5%
+1,685.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.3% |
| 7D | +0.2% | -3.5% | +3.7% | +0.7% |
| 30D | -0.6% | -2.1% | +1.5% | -0.4% |
| 3M | +2.6% | -1.6% | +4.2% | +2.6% |
| 6M | +34.0% | -25.5% | +59.5% | +38.4% |
| YTD | +30.7% | -11.4% | +42.1% | +30.1% |
| 1Y | +39.2% | +48.6% | -9.4% | +28.9% |
| 3Y | +120.4% | +166.9% | -46.5% | +88.5% |
| 5Y | +148.8% | +152.4% | -3.6% | +112.4% |
| 10Y | +803.3% | +187.8% | +615.5% | +646.8% |
| All | +1,794.9% | +109.5% | +1,685.4% | +1,409.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling