+47.8%
STLA vs BUD
-23.5%
+71.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.6% |
| 7D | +0.7% | +0.8% | 0.0% | +0.3% |
| 30D | -2.4% | -4.8% | +2.5% | +0.6% |
| 3M | -23.9% | +1.4% | -25.2% | -24.8% |
| 6M | -24.6% | +9.9% | -34.5% | -29.3% |
| YTD | -50.5% | +26.3% | -76.9% | -57.5% |
| 1Y | -39.8% | +36.1% | -76.0% | -50.6% |
| 3Y | -65.6% | +48.6% | -114.2% | -74.0% |
| 5Y | -62.1% | +45.0% | -107.1% | -71.1% |
| 10Y | +47.8% | -23.1% | +70.9% | +25.1% |
| All | +47.8% | -23.5% | +71.3% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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