+887.2%
ASX vs STLA
+12.4%
+874.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.6% | +6.9% | +4.5% |
| 7D | -9.1% | -4.9% | -4.2% | -7.4% |
| 30D | -23.6% | -4.9% | -18.7% | -22.4% |
| 3M | -5.6% | -23.7% | +18.0% | +2.3% |
| 6M | +4.7% | -45.0% | +49.7% | +27.2% |
| YTD | +122.6% | -60.9% | +183.5% | +197.0% |
| 1Y | +133.0% | -58.9% | +191.9% | +203.5% |
| 3Y | +367.1% | -74.4% | +441.6% | +596.6% |
| 5Y | +504.7% | -71.5% | +576.3% | +737.4% |
| 10Y | +887.2% | +5.3% | +882.0% | +775.8% |
| All | +887.2% | +12.4% | +874.9% | +775.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling