+982.8%
INTU vs STLA
+263.8%
+719.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.6% | -3.6% |
| 7D | -7.1% | +2.6% | -9.7% | -7.5% |
| 30D | +1.5% | -1.2% | +2.7% | +1.6% |
| 3M | +10.7% | -24.8% | +35.4% | +16.4% |
| 6M | -23.8% | -25.6% | +1.7% | -20.3% |
| YTD | -49.3% | -48.9% | -0.4% | -43.6% |
| 1Y | -49.7% | -38.8% | -10.9% | -46.4% |
| 3Y | -38.0% | -64.5% | +26.5% | -28.6% |
| 5Y | -38.7% | -62.4% | +23.7% | -31.4% |
| 10Y | +221.3% | +55.4% | +165.9% | +185.3% |
| All | +982.8% | +263.8% | +719.0% | +820.4% |
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 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