+267.5%
ASX vs STLA
-38.0%
+305.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | 0.0% |
| 7D | -0.7% | +2.6% | -3.3% | -1.1% |
| 30D | +2.0% | -1.2% | +3.2% | +2.1% |
| 3M | -1.3% | -24.8% | +23.4% | +3.0% |
| 6M | +71.4% | -25.6% | +97.0% | +78.7% |
| YTD | +135.3% | -48.9% | +184.3% | +147.2% |
| 1Y | +267.5% | -38.8% | +306.2% | +281.6% |
| All | +267.5% | -38.0% | +305.5% | +281.6% |
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 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