+104.7%
FLEX vs STLA
-40.1%
+144.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.1% | +7.4% | +5.1% |
| 7D | +7.0% | +0.7% | +6.2% | +6.7% |
| 30D | -5.8% | -2.4% | -3.4% | -5.4% |
| 3M | -24.2% | -23.9% | -0.3% | -18.4% |
| 6M | +90.8% | -24.6% | +115.4% | +105.9% |
| YTD | +89.2% | -50.5% | +139.7% | +113.5% |
| 1Y | +104.7% | -39.8% | +144.6% | +126.0% |
| All | +104.7% | -40.1% | +144.8% | +126.0% |
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