+4,681.2%
DELL vs STLA
+54.2%
+4,627.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.1% |
| 7D | +14.9% | +2.6% | +12.3% | +13.9% |
| 30D | +13.3% | -1.2% | +14.5% | +13.3% |
| 3M | +24.4% | -24.8% | +49.2% | +35.3% |
| 6M | +258.0% | -25.6% | +283.6% | +288.7% |
| YTD | +320.2% | -48.9% | +369.1% | +407.5% |
| 1Y | +319.1% | -38.8% | +357.8% | +368.7% |
| 3Y | +706.5% | -64.5% | +771.1% | +946.8% |
| 5Y | +1,071.9% | -62.4% | +1,134.3% | +1,339.1% |
| 10Y | +4,683.5% | +55.4% | +4,628.1% | +3,806.7% |
| All | +4,681.2% | +54.2% | +4,627.0% | +3,840.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling