-74.5%
STLA vs BUD
+51.6%
-126.1%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.2% | -1.7% |
| 7D | -13.8% | +1.0% | -14.8% | -14.3% |
| 30D | -10.5% | +6.7% | -17.2% | -14.2% |
| 3M | -28.9% | +5.7% | -34.6% | -31.4% |
| 6M | -49.7% | +5.8% | -55.6% | -51.9% |
| YTD | -64.9% | +34.4% | -99.3% | -71.5% |
| 1Y | -64.0% | +33.3% | -97.3% | -70.6% |
| 3Y | -77.4% | +48.8% | -126.2% | -83.5% |
| All | -74.5% | +51.6% | -126.1% | -82.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling