+25.0%
INTC vs STLA
-70.4%
+95.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.2% | +5.7% | +5.6% |
| 7D | -1.0% | -6.4% | +5.4% | +1.3% |
| 30D | -43.3% | -1.3% | -42.0% | -43.2% |
| 3M | -41.6% | -19.9% | -21.7% | -37.6% |
| 6M | -52.5% | -42.9% | -9.6% | -42.5% |
| YTD | +60.9% | -59.4% | +120.3% | +115.8% |
| 1Y | +55.7% | -56.8% | +112.5% | +102.8% |
| 3Y | +59.2% | -73.1% | +132.2% | +136.0% |
| 5Y | +25.0% | -70.1% | +95.1% | +66.0% |
| All | +25.0% | -70.4% | +95.4% | +66.0% |
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 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