+2,125.5%
ASX vs STLA
+190.5%
+1,935.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -4.5% | -16.3% | -19.7% |
| 7D | -33.3% | -5.5% | -27.8% | -32.2% |
| 30D | -36.5% | -3.7% | -32.8% | -35.9% |
| 3M | -19.2% | -21.1% | +1.9% | -15.0% |
| 6M | -10.2% | -38.3% | +28.1% | +0.2% |
| YTD | +86.5% | -59.2% | +145.7% | +126.3% |
| 1Y | +89.6% | -56.7% | +146.3% | +125.9% |
| 3Y | +298.6% | -74.3% | +372.9% | +426.4% |
| 5Y | +414.3% | -70.2% | +484.5% | +545.4% |
| 10Y | +711.1% | +23.4% | +687.7% | +684.3% |
| All | +2,125.5% | +190.5% | +1,935.0% | +2,027.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling