+319.1%
DELL vs STLA
-38.0%
+357.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.4% |
| 7D | +14.9% | +2.6% | +12.3% | +14.6% |
| 30D | +13.3% | -1.2% | +14.5% | +13.6% |
| 3M | +24.4% | -24.8% | +49.2% | +30.0% |
| 6M | +258.0% | -25.6% | +283.6% | +270.7% |
| YTD | +320.2% | -48.9% | +369.1% | +358.0% |
| 1Y | +319.1% | -38.8% | +357.8% | +347.0% |
| All | +319.1% | -38.0% | +357.1% | +347.0% |
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 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