+47.6%
STLA vs UUUU
+495.2%
-447.6%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.3% | +6.1% | +0.6% |
| 7D | -3.8% | -5.0% | +1.2% | -3.3% |
| 30D | -3.1% | -7.8% | +4.7% | -2.3% |
| 3M | -19.6% | -0.4% | -19.2% | -20.0% |
| 6M | -23.5% | -32.9% | +9.4% | -20.9% |
| YTD | -51.5% | -6.3% | -45.3% | -53.0% |
| 1Y | -39.7% | +7.9% | -47.6% | -43.9% |
| 3Y | -66.3% | +85.2% | -151.5% | -72.6% |
| 5Y | -63.1% | +97.0% | -160.1% | -71.8% |
| All | +47.6% | +495.2% | -447.6% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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