-29.9%
INTU vs STLA
-74.0%
+44.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.2% | -3.5% | -3.7% |
| 7D | +0.1% | -4.5% | +4.6% | +0.6% |
| 30D | +15.4% | -3.9% | +19.3% | +15.8% |
| 3M | +6.6% | -20.2% | +26.8% | +8.6% |
| 6M | -11.3% | -42.2% | +30.9% | -7.6% |
| YTD | -47.7% | -59.3% | +11.6% | -43.6% |
| 1Y | -47.0% | -56.1% | +9.0% | -43.6% |
| 3Y | -29.9% | -73.7% | +43.7% | -28.5% |
| All | -29.9% | -74.0% | +44.1% | -28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling