-62.9%
STLA vs UUUU
+79.1%
-142.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -5.0% | +7.3% | +2.8% |
| 7D | -2.9% | -10.5% | +7.6% | -1.7% |
| 30D | +0.9% | -10.5% | +11.4% | +2.1% |
| 3M | -21.6% | -14.1% | -7.5% | -20.7% |
| 6M | -21.6% | -35.5% | +13.9% | -18.8% |
| YTD | -50.4% | -10.9% | -39.5% | -51.8% |
| 1Y | -43.6% | +3.4% | -46.9% | -47.8% |
| 3Y | -66.4% | +73.1% | -139.5% | -73.3% |
| All | -62.9% | +79.1% | -142.1% | -73.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling