-82.3%
OPEN vs STLA
-57.6%
-24.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -21.7% | -6.4% | -15.3% | -19.9% |
| 30D | -36.5% | -1.3% | -35.1% | -36.1% |
| 3M | -59.5% | -19.9% | -39.6% | -57.0% |
| 6M | -71.9% | -42.9% | -29.0% | -67.2% |
| YTD | -75.8% | -59.4% | -16.4% | -68.7% |
| All | -82.3% | -57.6% | -24.7% | -78.9% |
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