+1,980.5%
NOW vs STLA
+152.7%
+1,827.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.5% | -1.4% | -4.7% |
| 7D | -6.7% | -5.5% | -1.1% | -5.3% |
| 30D | -25.8% | -3.7% | -22.1% | -25.5% |
| 3M | -12.7% | -21.1% | +8.5% | -7.7% |
| 6M | +11.2% | -38.3% | +49.6% | +24.4% |
| YTD | -33.2% | -59.2% | +26.0% | -17.9% |
| 1Y | -41.8% | -56.7% | +14.9% | -30.0% |
| 3Y | -15.7% | -74.3% | +58.7% | +11.6% |
| 5Y | -26.0% | -70.2% | +44.2% | -8.8% |
| 10Y | +515.1% | +23.4% | +491.7% | +380.6% |
| All | +1,980.5% | +152.7% | +1,827.8% | +1,309.9% |
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 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