+146.5%
ASX vs STLA
-53.0%
+199.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.8% | -7.7% | -4.4% |
| 7D | -14.6% | -0.6% | -14.0% | -14.5% |
| 30D | -21.1% | +3.6% | -24.6% | -21.5% |
| 3M | -3.1% | -20.6% | +17.6% | -0.2% |
| 6M | +17.4% | -34.3% | +51.7% | +25.5% |
| YTD | +135.3% | -57.3% | +192.6% | +149.4% |
| 1Y | +146.5% | -52.6% | +199.1% | +149.9% |
| All | +146.5% | -53.0% | +199.5% | +149.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling