+141.2%
ADI vs STLA
-62.5%
+203.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.3% | +1.4% |
| 7D | +2.4% | +0.7% | +1.7% | +2.1% |
| 30D | -6.6% | -2.4% | -4.2% | -6.1% |
| 3M | -9.8% | -23.9% | +14.1% | -0.7% |
| 6M | +15.7% | -24.6% | +40.3% | +26.8% |
| YTD | +35.1% | -50.5% | +85.6% | +70.9% |
| 1Y | +47.7% | -39.8% | +87.5% | +69.5% |
| 3Y | +114.5% | -65.6% | +180.1% | +193.3% |
| 5Y | +141.2% | -62.1% | +203.3% | +196.8% |
| All | +141.2% | -62.5% | +203.8% | +196.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling