+133.0%
ASX vs STLA
-59.1%
+192.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.6% | +6.9% | +3.7% |
| 7D | -9.1% | -4.9% | -4.2% | -8.3% |
| 30D | -23.6% | -4.9% | -18.7% | -23.0% |
| 3M | -5.6% | -23.7% | +18.0% | -2.4% |
| 6M | +4.7% | -45.0% | +49.7% | +13.8% |
| YTD | +122.6% | -60.9% | +183.5% | +136.7% |
| 1Y | +133.0% | -58.9% | +191.9% | +145.8% |
| All | +133.0% | -59.1% | +192.1% | +145.8% |
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 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