-40.6%
NOW vs STLA
-56.7%
+16.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | -3.0% | -4.5% | +1.5% | -2.6% |
| 30D | -26.0% | -3.9% | -22.1% | -25.7% |
| 3M | -13.1% | -20.2% | +7.1% | -11.3% |
| 6M | +14.5% | -42.2% | +56.7% | +17.7% |
| YTD | -33.4% | -59.3% | +25.9% | -29.6% |
| 1Y | -40.6% | -56.1% | +15.4% | -39.9% |
| All | -40.6% | -56.7% | +16.1% | -39.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling