-58.9%
STLA vs EXR
+26.0%
-84.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.9% | -3.2% |
| 7D | -4.9% | +1.7% | -6.7% | -5.7% |
| 30D | -4.9% | +18.0% | -23.0% | -12.6% |
| 3M | -23.7% | +9.7% | -33.3% | -27.3% |
| 6M | -45.0% | +13.4% | -58.4% | -48.7% |
| YTD | -60.9% | +26.3% | -87.2% | -66.1% |
| 1Y | -58.9% | +27.6% | -86.4% | -64.6% |
| All | -58.9% | +26.0% | -84.9% | -64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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