+338.4%
RMD vs STLA
+12.4%
+326.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.6% | +2.9% | +0.1% |
| 7D | +3.1% | -4.9% | +8.0% | +4.2% |
| 30D | +1.8% | -4.9% | +6.7% | +2.6% |
| 3M | +6.7% | -23.7% | +30.4% | +12.3% |
| 6M | +13.9% | -45.0% | +58.9% | +28.1% |
| YTD | -2.0% | -60.9% | +58.9% | +17.0% |
| 1Y | -5.4% | -58.9% | +53.5% | +11.4% |
| 3Y | +67.4% | -74.4% | +141.8% | +112.2% |
| 5Y | -5.7% | -71.5% | +65.8% | +13.1% |
| 10Y | +338.4% | +5.3% | +333.1% | +291.3% |
| All | +338.4% | +12.4% | +326.0% | +291.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling