+252.7%
STLA vs UUUU
+82.7%
+169.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.1% | -3.2% |
| 7D | +0.7% | +2.8% | -2.1% | +0.5% |
| 30D | -2.4% | +3.4% | -5.7% | -2.7% |
| 3M | -23.9% | -3.9% | -20.0% | -23.9% |
| 6M | -24.6% | -23.2% | -1.4% | -23.5% |
| YTD | -50.5% | +0.6% | -51.1% | -51.9% |
| 1Y | -39.8% | +22.9% | -62.7% | -43.7% |
| 3Y | -65.6% | +98.6% | -164.3% | -70.6% |
| 5Y | -62.1% | +130.2% | -192.3% | -69.2% |
| 10Y | +47.8% | +519.5% | -471.7% | -0.4% |
| All | +252.7% | +82.7% | +169.9% | +157.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling