+1.5%
STLA vs RACE
+729.2%
-727.7%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -2.0% |
| 7D | -13.8% | -1.2% | -12.6% | -13.0% |
| 30D | -10.5% | +6.1% | -16.7% | -14.2% |
| 3M | -28.9% | -0.3% | -28.6% | -28.8% |
| 6M | -49.7% | +23.4% | -73.2% | -57.3% |
| YTD | -64.9% | +12.5% | -77.5% | -68.3% |
| 1Y | -64.0% | -0.5% | -63.6% | -64.5% |
| 3Y | -77.4% | +23.6% | -101.0% | -81.8% |
| 5Y | -74.4% | +65.4% | -139.9% | -83.7% |
| All | +1.5% | +729.2% | -727.7% | -81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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