+113.0%
HOOD vs STLA
-70.1%
+183.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.2% | +3.4% | +3.3% |
| 7D | -4.8% | -4.5% | -0.3% | -2.8% |
| 30D | -26.1% | -3.9% | -22.2% | -25.2% |
| 3M | -10.8% | -20.2% | +9.4% | -2.2% |
| 6M | +2.4% | -42.2% | +44.5% | +29.3% |
| YTD | -28.5% | -59.3% | +30.9% | +3.1% |
| 1Y | -36.3% | -56.1% | +19.7% | -12.5% |
| 3Y | +743.7% | -73.7% | +817.3% | +1,330.0% |
| All | +113.0% | -70.1% | +183.1% | +173.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling