+41.8%
BEN vs STLA
-62.5%
+104.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.8% | +0.8% |
| 7D | +4.7% | +0.7% | +3.9% | +4.4% |
| 30D | +2.6% | -2.4% | +5.0% | +3.1% |
| 3M | +11.5% | -23.9% | +35.4% | +21.8% |
| 6M | +35.3% | -24.6% | +59.9% | +47.4% |
| YTD | +48.6% | -50.5% | +99.1% | +85.6% |
| 1Y | +46.7% | -39.8% | +86.5% | +65.8% |
| 3Y | +57.0% | -65.6% | +122.6% | +113.2% |
| 5Y | +41.8% | -62.1% | +103.9% | +75.3% |
| All | +41.8% | -62.5% | +104.3% | +75.3% |
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 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