+74.8%
PBR vs STLA
-40.1%
+114.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.3% | +2.1% |
| 7D | +4.2% | -3.8% | +8.1% | +4.2% |
| 30D | +22.7% | -3.1% | +25.9% | +22.6% |
| 3M | +21.5% | -19.6% | +41.2% | +21.0% |
| 6M | +24.0% | -23.5% | +47.5% | +22.3% |
| YTD | +88.2% | -51.5% | +139.8% | +90.5% |
| 1Y | +74.8% | -39.7% | +114.5% | +76.2% |
| All | +74.8% | -40.1% | +114.9% | +76.2% |
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