+957.9%
MU vs STLA
-74.2%
+1,032.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.1% | +4.5% | +1.1% |
| 7D | +21.6% | -13.1% | +34.7% | +29.0% |
| 30D | -16.2% | -13.3% | -3.0% | -11.4% |
| 3M | -12.4% | -27.9% | +15.5% | -0.2% |
| 6M | +4.2% | -47.8% | +52.0% | +37.6% |
| YTD | +180.0% | -64.6% | +244.5% | +328.0% |
| 1Y | +226.4% | -64.0% | +290.4% | +392.3% |
| 3Y | +969.7% | -76.8% | +1,046.6% | +1,789.7% |
| 5Y | +957.9% | -74.2% | +1,032.1% | +1,509.4% |
| All | +957.9% | -74.2% | +1,032.1% | +1,509.4% |
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 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