+1,769.4%
ADI vs STLA
+263.8%
+1,505.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.3% |
| 7D | +0.4% | +2.6% | -2.1% | -0.2% |
| 30D | -3.8% | -1.2% | -2.6% | -3.7% |
| 3M | -15.3% | -24.8% | +9.5% | -9.3% |
| 6M | +6.7% | -25.6% | +32.3% | +14.0% |
| YTD | +34.8% | -48.9% | +83.7% | +56.2% |
| 1Y | +49.0% | -38.8% | +87.8% | +63.8% |
| 3Y | +108.1% | -64.5% | +172.6% | +155.6% |
| 5Y | +142.4% | -62.4% | +204.9% | +189.2% |
| 10Y | +589.9% | +55.4% | +534.5% | +545.1% |
| All | +1,769.4% | +263.8% | +1,505.6% | +1,609.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling