+68.5%
STRL vs PSLV
+57.1%
+11.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.2% | +6.9% | +6.1% |
| 7D | +3.4% | -0.6% | +4.0% | +3.6% |
| 30D | -9.2% | +7.3% | -16.5% | -11.3% |
| 3M | -51.0% | -7.4% | -43.6% | -50.2% |
| 6M | +15.8% | -20.3% | +36.0% | +20.7% |
| YTD | +58.9% | -8.2% | +67.1% | +56.8% |
| 1Y | +68.5% | +57.9% | +10.6% | +37.5% |
| All | +68.5% | +57.1% | +11.4% | +37.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling