-38.8%
STLA vs NTR
+43.1%
-81.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.8% | +1.5% |
| 7D | +2.6% | +8.1% | -5.5% | +1.6% |
| 30D | -1.2% | +18.8% | -20.0% | -3.3% |
| 3M | -24.8% | +16.2% | -41.0% | -26.4% |
| 6M | -25.6% | +9.8% | -35.3% | -27.8% |
| YTD | -48.9% | +30.9% | -79.8% | -53.3% |
| 1Y | -38.8% | +41.8% | -80.5% | -45.4% |
| All | -38.8% | +43.1% | -81.9% | -45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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