+7.7%
DIS vs STLA
-57.6%
+65.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.3% | +2.0% |
| 7D | +5.3% | -6.4% | +11.7% | +5.7% |
| 30D | +10.2% | -1.3% | +11.6% | +10.3% |
| 3M | +13.5% | -19.9% | +33.5% | +15.3% |
| 6M | +11.1% | -42.9% | +54.0% | +16.0% |
| YTD | +5.5% | -59.4% | +64.9% | +11.8% |
| All | +7.7% | -57.6% | +65.2% | +11.9% |
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