-45.2%
INTU vs STLA
-53.0%
+7.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.8% | -0.3% | +3.3% |
| 7D | +8.7% | -0.6% | +9.3% | +8.7% |
| 30D | +25.9% | +3.6% | +22.3% | +25.6% |
| 3M | +10.7% | -20.6% | +31.4% | +10.5% |
| 6M | -11.6% | -34.3% | +22.7% | -13.0% |
| YTD | -45.4% | -57.3% | +11.9% | -45.3% |
| 1Y | -45.2% | -52.6% | +7.4% | -47.1% |
| All | -45.2% | -53.0% | +7.7% | -47.1% |
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