+7,178.3%
STRL vs PSA
+100.1%
+7,078.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.4% | +3.3% |
| 7D | +10.1% | -0.4% | +10.5% | +10.2% |
| 30D | -8.2% | -8.2% | 0.0% | -5.5% |
| 3M | -43.7% | -2.1% | -41.5% | -44.0% |
| 6M | +27.1% | -0.2% | +27.3% | +25.8% |
| YTD | +64.0% | +18.5% | +45.5% | +52.5% |
| 1Y | +75.2% | +6.6% | +68.6% | +68.7% |
| 3Y | +539.9% | +24.5% | +515.5% | +466.4% |
| 5Y | +2,133.0% | +13.6% | +2,119.4% | +1,908.3% |
| 10Y | +7,178.3% | +102.0% | +7,076.3% | +5,061.3% |
| All | +7,178.3% | +100.1% | +7,078.2% | +5,061.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling