+48.9%
ADI vs STLA
-41.2%
+90.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.9% |
| 7D | +2.6% | +0.4% | +2.3% | +2.5% |
| 30D | -4.6% | -5.2% | +0.6% | -3.7% |
| 3M | -9.5% | -24.9% | +15.4% | -3.8% |
| 6M | +14.8% | -25.2% | +40.0% | +21.7% |
| YTD | +35.8% | -51.4% | +87.2% | +54.9% |
| 1Y | +48.9% | -40.7% | +89.6% | +64.3% |
| All | +48.9% | -41.2% | +90.2% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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