+2,011.0%
ADI vs STLA
+168.9%
+1,842.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.5% | +7.5% | +4.9% |
| 7D | +0.7% | -11.6% | +12.3% | +3.9% |
| 30D | +0.7% | -6.2% | +6.9% | +1.9% |
| 3M | +6.5% | -24.6% | +31.1% | +13.2% |
| 6M | -2.7% | -44.9% | +42.2% | +11.6% |
| YTD | +52.2% | -62.3% | +114.4% | +88.8% |
| 1Y | +77.5% | -61.8% | +139.3% | +119.3% |
| 3Y | +148.8% | -75.3% | +224.1% | +232.4% |
| 5Y | +142.9% | -72.5% | +215.4% | +211.2% |
| 10Y | +653.2% | +0.8% | +652.5% | +666.4% |
| All | +2,011.0% | +168.9% | +1,842.1% | +1,966.6% |
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