+19,359.6%
STRL vs PSA
+16,558.9%
+2,800.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.2% | +7.0% | +6.2% |
| 7D | +3.4% | -3.7% | +7.1% | +4.8% |
| 30D | -9.2% | -7.7% | -1.5% | -6.5% |
| 3M | -51.0% | -0.6% | -50.4% | -51.5% |
| 6M | +15.8% | -0.9% | +16.7% | +15.3% |
| YTD | +58.9% | +18.7% | +40.2% | +47.4% |
| 1Y | +68.5% | +7.6% | +60.9% | +61.8% |
| 3Y | +485.2% | +23.7% | +461.6% | +422.2% |
| 5Y | +2,005.1% | +13.7% | +1,991.4% | +1,804.9% |
| 10Y | +7,118.0% | +98.9% | +7,019.1% | +5,003.7% |
| All | +19,359.6% | +16,558.9% | +2,800.7% | +5,904.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling