+6.8%
NOW vs STLA
-62.4%
+69.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.2% | -3.3% |
| 7D | -2.4% | +2.6% | -5.0% | -3.0% |
| 30D | +20.5% | -1.2% | +21.8% | +20.9% |
| 3M | +18.3% | -24.8% | +43.1% | +26.8% |
| 6M | +24.1% | -25.6% | +49.6% | +32.0% |
| YTD | -7.8% | -48.9% | +41.2% | +7.7% |
| 1Y | -21.4% | -38.8% | +17.4% | -14.5% |
| 3Y | +19.5% | -64.5% | +84.1% | +42.4% |
| All | +6.8% | -62.4% | +69.2% | +8.5% |
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 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