-41.4%
OPEN vs STLA
-77.1%
+35.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.0% | -2.6% | -3.1% |
| 7D | -15.0% | -13.8% | -1.2% | -7.8% |
| 30D | -40.2% | -10.5% | -29.7% | -36.4% |
| 3M | -67.4% | -28.9% | -38.5% | -61.0% |
| 6M | -74.0% | -49.7% | -24.3% | -62.8% |
| YTD | -79.6% | -64.9% | -14.7% | -65.3% |
| 1Y | -86.1% | -64.0% | -22.1% | -76.9% |
| 3Y | -41.4% | -77.4% | +36.1% | +15.7% |
| All | -41.4% | -77.1% | +35.7% | +15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling