+398.5%
ASX vs STLA
-75.4%
+473.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -3.5% | +10.1% | +7.5% |
| 7D | +0.8% | -11.6% | +12.4% | +4.3% |
| 30D | -20.4% | -6.2% | -14.3% | -19.2% |
| 3M | -2.1% | -24.6% | +22.4% | +4.5% |
| 6M | +8.2% | -44.9% | +53.1% | +26.4% |
| YTD | +137.3% | -62.3% | +199.5% | +201.2% |
| 1Y | +155.0% | -61.8% | +216.8% | +221.2% |
| All | +398.5% | -75.4% | +473.9% | +608.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling