+523.5%
ASX vs STLA
-72.5%
+595.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -3.5% | +10.1% | +7.8% |
| 7D | +0.8% | -11.6% | +12.4% | +5.5% |
| 30D | -20.4% | -6.2% | -14.3% | -18.8% |
| 3M | -2.1% | -24.6% | +22.4% | +6.7% |
| 6M | +8.2% | -44.9% | +53.1% | +32.5% |
| YTD | +137.3% | -62.3% | +199.5% | +224.8% |
| 1Y | +155.0% | -61.8% | +216.8% | +245.7% |
| 3Y | +397.9% | -75.3% | +473.3% | +679.1% |
| All | +523.5% | -72.5% | +595.9% | +736.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling