+1,076.1%
BE vs STLA
-62.4%
+1,138.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.3% | +6.1% | +6.8% |
| 7D | +20.0% | +2.6% | +17.4% | +18.7% |
| 30D | +7.9% | -1.2% | +9.2% | +8.0% |
| 3M | -13.2% | -24.8% | +11.5% | -2.2% |
| 6M | +53.5% | -25.6% | +79.0% | +73.0% |
| YTD | +191.0% | -48.9% | +240.0% | +276.9% |
| 1Y | +360.5% | -38.8% | +399.3% | +435.6% |
| 3Y | +1,568.0% | -64.5% | +1,632.5% | +2,400.3% |
| All | +1,076.1% | -62.4% | +1,138.5% | +1,476.0% |
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