-39.6%
STLA vs BB
+103.9%
-143.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.2% | -5.3% | -3.2% |
| 7D | +0.7% | +0.5% | +0.2% | +0.7% |
| 30D | -2.4% | -12.4% | +10.0% | -1.5% |
| 3M | -23.9% | -15.3% | -8.6% | -23.8% |
| 6M | -24.6% | +128.8% | -153.4% | -34.8% |
| YTD | -50.5% | +107.7% | -158.2% | -56.7% |
| All | -39.6% | +103.9% | -143.5% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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