-58.9%
STLA vs AEIS
-1.0%
-57.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.7% | -3.7% |
| 7D | -4.9% | -6.9% | +2.0% | -4.6% |
| 30D | -4.9% | -23.2% | +18.3% | -2.8% |
| 3M | -23.7% | -29.5% | +5.8% | -21.7% |
| 6M | -45.0% | -37.9% | -7.1% | -42.7% |
| YTD | -60.9% | +6.0% | -66.9% | -62.5% |
| 1Y | -58.9% | +1.2% | -60.1% | -59.7% |
| All | -58.9% | -1.0% | -57.9% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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