+521.8%
NOW vs STLA
+0.5%
+521.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.5% | +6.7% | +4.1% |
| 7D | -5.6% | -11.6% | +6.1% | -2.4% |
| 30D | -26.8% | -6.2% | -20.6% | -26.0% |
| 3M | -19.4% | -24.6% | +5.2% | -13.7% |
| 6M | +12.3% | -44.9% | +57.2% | +30.1% |
| YTD | -32.9% | -62.3% | +29.3% | -15.4% |
| 1Y | -40.3% | -61.8% | +21.5% | -25.2% |
| 3Y | -19.1% | -75.3% | +56.3% | +8.9% |
| 5Y | -24.4% | -72.5% | +48.2% | -5.3% |
| 10Y | +521.8% | +0.8% | +521.1% | +392.3% |
| All | +521.8% | +0.5% | +521.3% | +392.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling