-4.9%
EQT vs STLA
-53.0%
+48.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.8% | -7.0% | -3.2% |
| 7D | -6.6% | -0.6% | -5.9% | -6.6% |
| 30D | +2.7% | +3.6% | -0.8% | +2.7% |
| 3M | -0.2% | -20.6% | +20.5% | -0.8% |
| 6M | -10.6% | -34.3% | +23.7% | -11.7% |
| YTD | -1.2% | -57.3% | +56.1% | -1.4% |
| 1Y | -4.9% | -52.6% | +47.8% | -8.5% |
| All | -4.9% | -53.0% | +48.1% | -8.5% |
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