+4,414.8%
AMZN vs STLA
+168.9%
+4,245.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.5% | +1.8% | -1.0% |
| 7D | +0.1% | -11.6% | +11.7% | +2.5% |
| 30D | +2.6% | -6.2% | +8.7% | +3.6% |
| 3M | -2.2% | -24.6% | +22.3% | +2.8% |
| 6M | -1.0% | -44.9% | +43.9% | +10.4% |
| YTD | +15.3% | -62.3% | +77.6% | +37.3% |
| 1Y | +6.9% | -61.8% | +68.7% | +26.7% |
| 3Y | +85.4% | -75.3% | +160.7% | +132.5% |
| 5Y | +53.3% | -72.5% | +125.8% | +85.1% |
| 10Y | +620.3% | +0.8% | +619.6% | +598.2% |
| All | +4,414.8% | +168.9% | +4,245.9% | +4,063.7% |
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