-28.8%
HDB vs STLA
-64.5%
+35.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.6% |
| 7D | +2.7% | -13.8% | +16.5% | +4.4% |
| 30D | +14.1% | -10.5% | +24.7% | +15.4% |
| 3M | +11.8% | -28.9% | +40.7% | +15.5% |
| 6M | +8.2% | -49.7% | +57.9% | +14.8% |
| YTD | -29.3% | -64.9% | +35.6% | -26.1% |
| 1Y | -28.8% | -64.0% | +35.2% | -25.4% |
| All | -28.8% | -64.5% | +35.7% | -25.4% |
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