+85.9%
AMZN vs STLA
-65.4%
+151.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | +0.1% |
| 7D | +0.8% | +0.7% | +0.1% | +0.6% |
| 30D | -6.4% | -2.4% | -4.0% | -6.0% |
| 3M | +4.8% | -23.9% | +28.7% | +11.3% |
| 6M | +20.5% | -24.6% | +45.1% | +27.8% |
| YTD | +11.3% | -50.5% | +61.8% | +29.6% |
| 1Y | +9.0% | -39.8% | +48.8% | +19.9% |
| 3Y | +85.9% | -65.6% | +151.5% | +115.4% |
| All | +85.9% | -65.4% | +151.3% | +115.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling