+2.9%
SHW vs STLA
-64.2%
+67.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.1% | +4.9% | -0.1% |
| 7D | +0.7% | -13.1% | +13.7% | +3.2% |
| 30D | +8.4% | -13.3% | +21.7% | +11.3% |
| 3M | -2.2% | -27.9% | +25.6% | +3.4% |
| 6M | +13.3% | -47.8% | +61.2% | +26.5% |
| YTD | +9.2% | -64.6% | +73.8% | +26.6% |
| 1Y | +2.9% | -64.0% | +66.9% | +18.3% |
| All | +2.9% | -64.2% | +67.1% | +18.3% |
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 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