+15.4%
STLA vs SUI
+115.7%
-100.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.2% | +0.3% |
| 7D | -4.5% | +6.2% | -10.7% | -6.7% |
| 30D | -3.9% | +8.6% | -12.5% | -7.3% |
| 3M | -20.2% | +1.0% | -21.2% | -20.8% |
| 6M | -42.2% | -2.6% | -39.6% | -41.9% |
| YTD | -59.3% | -0.1% | -59.2% | -59.6% |
| 1Y | -56.1% | +0.5% | -56.5% | -56.5% |
| 3Y | -73.7% | +15.3% | -88.9% | -75.6% |
| 5Y | -70.3% | -26.1% | -44.1% | -67.8% |
| All | +15.4% | +115.7% | -100.4% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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