+28.6%
P vs STLA
-64.5%
+93.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -2.0% |
| 7D | +11.6% | -13.8% | +25.4% | +10.1% |
| 30D | -23.7% | -10.5% | -13.1% | -24.3% |
| 3M | -8.0% | -28.9% | +20.9% | -11.0% |
| 6M | +27.9% | -49.7% | +77.6% | +17.7% |
| YTD | +61.2% | -64.9% | +126.1% | +37.7% |
| 1Y | +28.6% | -64.0% | +92.7% | +10.4% |
| All | +28.6% | -64.5% | +93.1% | +10.4% |
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