+2,022.6%
STRL vs PSA
+13.6%
+2,009.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.2% | +7.0% | +6.1% |
| 7D | +3.4% | -3.7% | +7.1% | +4.5% |
| 30D | -9.2% | -7.7% | -1.5% | -7.2% |
| 3M | -51.0% | -0.6% | -50.4% | -51.7% |
| 6M | +15.8% | -0.9% | +16.7% | +14.4% |
| YTD | +58.9% | +18.7% | +40.2% | +48.9% |
| 1Y | +68.5% | +7.6% | +60.9% | +62.1% |
| 3Y | +485.2% | +23.7% | +461.6% | +421.8% |
| All | +2,022.6% | +13.6% | +2,009.0% | +1,793.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling