-64.6%
STLA vs SUI
+12.1%
-76.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +2.6% | -2.8% | +5.4% | +3.7% |
| 30D | -1.2% | -1.2% | -0.1% | -0.9% |
| 3M | -24.8% | -1.7% | -23.0% | -24.4% |
| 6M | -25.6% | -10.5% | -15.1% | -22.5% |
| YTD | -48.9% | -1.8% | -47.1% | -48.8% |
| 1Y | -38.8% | -4.1% | -34.7% | -38.0% |
| All | -64.6% | +12.1% | -76.7% | -65.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling