+43.9%
BBY vs STLA
-64.5%
+108.4%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.7% | +0.8% |
| 7D | +4.5% | -13.8% | +18.2% | +6.1% |
| 30D | +16.8% | -10.5% | +27.3% | +18.4% |
| 3M | +23.2% | -28.9% | +52.1% | +27.5% |
| 6M | +91.9% | -49.7% | +141.7% | +104.4% |
| YTD | +61.6% | -64.9% | +126.6% | +80.2% |
| 1Y | +43.9% | -64.0% | +107.9% | +59.3% |
| All | +43.9% | -64.5% | +108.4% | +59.3% |
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