+14.9%
BND vs STLA
+51.6%
-36.7%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.6% |
| 7D | -0.9% | -3.8% | +2.9% | -0.9% |
| 30D | -1.0% | -3.1% | +2.2% | -0.9% |
| 3M | -1.2% | -19.6% | +18.4% | -1.0% |
| 6M | -2.0% | -23.5% | +21.5% | -1.7% |
| YTD | -1.2% | -51.5% | +50.3% | -0.4% |
| 1Y | -0.5% | -39.7% | +39.2% | 0.0% |
| 3Y | +12.4% | -66.3% | +78.7% | +13.5% |
| 5Y | -2.5% | -63.1% | +60.7% | -1.9% |
| All | +14.9% | +51.6% | -36.7% | +15.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling