+343.8%
INTC vs STLA
+178.7%
+165.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.6% | +1.5% | -1.2% |
| 7D | -4.0% | -4.9% | +0.9% | -2.8% |
| 30D | -44.5% | -4.9% | -39.6% | -43.9% |
| 3M | -40.4% | -23.7% | -16.7% | -37.0% |
| 6M | -53.5% | -45.0% | -8.5% | -46.8% |
| YTD | +57.5% | -60.9% | +118.4% | +92.1% |
| 1Y | +51.2% | -58.9% | +110.1% | +81.9% |
| 3Y | +51.6% | -74.4% | +126.0% | +99.1% |
| 5Y | +23.5% | -71.5% | +95.0% | +55.6% |
| 10Y | +106.4% | +5.3% | +101.1% | +110.1% |
| All | +343.8% | +178.7% | +165.0% | +331.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling