+68.5%
STRL vs PSA
+7.3%
+61.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.2% | +7.0% | +6.0% |
| 7D | +3.4% | -3.7% | +7.1% | +4.1% |
| 30D | -9.2% | -7.7% | -1.5% | -7.9% |
| 3M | -51.0% | -0.6% | -50.4% | -53.1% |
| 6M | +15.8% | -0.9% | +16.7% | +7.3% |
| YTD | +58.9% | +18.7% | +40.2% | +47.0% |
| 1Y | +68.5% | +7.6% | +60.9% | +50.1% |
| All | +68.5% | +7.3% | +61.3% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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