+59.9%
SIRI vs STLA
-53.0%
+112.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +3.8% | +4.6% | +7.8% |
| 7D | +22.3% | -0.6% | +22.9% | +22.3% |
| 30D | +26.9% | +3.6% | +23.4% | +26.0% |
| 3M | +9.6% | -20.6% | +30.3% | +14.3% |
| 6M | +27.2% | -34.3% | +61.5% | +37.8% |
| YTD | +72.4% | -57.3% | +129.7% | +105.0% |
| 1Y | +59.9% | -52.6% | +112.6% | +79.6% |
| All | +59.9% | -53.0% | +112.9% | +79.6% |
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