-61.7%
STLA vs SUI
-32.0%
-29.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +2.6% | -2.8% | +5.4% | +3.8% |
| 30D | -1.2% | -1.2% | -0.1% | -0.8% |
| 3M | -24.8% | -1.7% | -23.0% | -24.4% |
| 6M | -25.6% | -10.5% | -15.1% | -22.3% |
| YTD | -48.9% | -1.8% | -47.1% | -48.8% |
| 1Y | -38.8% | -4.1% | -34.7% | -38.1% |
| 3Y | -64.5% | +11.3% | -75.8% | -66.9% |
| All | -61.7% | -32.0% | -29.7% | -56.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling