+19.8%
STLA vs BUD
-8.7%
+28.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.6% | -1.0% |
| 7D | -6.4% | +1.3% | -7.7% | -7.1% |
| 30D | -1.3% | +10.0% | -11.4% | -7.0% |
| 3M | -19.9% | +1.6% | -21.5% | -20.9% |
| 6M | -42.9% | +6.5% | -49.4% | -45.4% |
| YTD | -59.4% | +34.8% | -94.3% | -66.6% |
| 1Y | -56.8% | +36.5% | -93.3% | -64.7% |
| 3Y | -73.1% | +49.0% | -122.0% | -79.7% |
| 5Y | -70.1% | +51.7% | -121.8% | -77.8% |
| 10Y | +19.8% | -7.5% | +27.3% | -4.0% |
| All | +19.8% | -8.7% | +28.5% | -4.0% |
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