+8,618.8%
MU vs STLA
+178.7%
+8,440.1%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.6% | +2.5% | +0.2% |
| 7D | -15.2% | -4.9% | -10.3% | -13.6% |
| 30D | -29.5% | -4.9% | -24.6% | -28.5% |
| 3M | -15.8% | -23.7% | +7.9% | -8.5% |
| 6M | -2.9% | -45.0% | +42.1% | +18.0% |
| YTD | +154.2% | -60.9% | +215.1% | +238.8% |
| 1Y | +186.6% | -58.9% | +245.5% | +273.9% |
| 3Y | +871.5% | -74.4% | +945.9% | +1,352.9% |
| 5Y | +911.7% | -71.5% | +983.2% | +1,334.8% |
| 10Y | +4,277.4% | +5.3% | +4,272.1% | +4,241.8% |
| All | +8,618.8% | +178.7% | +8,440.1% | +7,891.5% |
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