+189.8%
HOOD vs STLA
-62.4%
+252.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -2.7% |
| 7D | +17.1% | +2.6% | +14.5% | +15.9% |
| 30D | +31.6% | -1.2% | +32.8% | +32.5% |
| 3M | +38.2% | -24.8% | +63.0% | +56.9% |
| 6M | +48.5% | -25.6% | +74.1% | +69.1% |
| YTD | +8.0% | -48.9% | +56.9% | +41.8% |
| 1Y | +18.7% | -38.8% | +57.4% | +39.3% |
| 3Y | +999.1% | -64.5% | +1,063.6% | +1,517.2% |
| All | +189.8% | -62.4% | +252.2% | +261.4% |
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 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