+53.4%
STRL vs PSLV
+49.4%
+3.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.3% | +3.2% | -0.4% |
| 7D | +5.4% | -4.9% | +10.3% | +7.0% |
| 30D | -9.0% | -1.9% | -7.1% | -8.5% |
| 3M | -37.1% | +4.2% | -41.2% | -38.1% |
| 6M | +17.8% | -27.6% | +45.4% | +25.5% |
| YTD | +58.3% | -11.7% | +70.0% | +58.0% |
| All | +53.4% | +49.4% | +3.9% | +23.5% |
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