-39.8%
STLA vs BUD
+35.5%
-75.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.7% |
| 7D | +0.7% | +0.8% | 0.0% | +0.4% |
| 30D | -2.4% | -4.8% | +2.5% | -0.1% |
| 3M | -23.9% | +1.4% | -25.2% | -24.9% |
| 6M | -24.6% | +9.9% | -34.5% | -29.3% |
| YTD | -50.5% | +26.3% | -76.9% | -58.2% |
| 1Y | -39.8% | +36.1% | -76.0% | -50.3% |
| All | -39.8% | +35.5% | -75.3% | -50.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling