-61.8%
STLA vs WU
-15.1%
-46.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.0% | -0.5% | -2.8% |
| 7D | -11.6% | +2.1% | -13.7% | -12.1% |
| 30D | -6.2% | +10.1% | -16.3% | -8.5% |
| 3M | -24.6% | -1.1% | -23.4% | -25.0% |
| 6M | -44.9% | -19.8% | -25.1% | -43.7% |
| YTD | -62.3% | -20.8% | -41.5% | -62.6% |
| 1Y | -61.8% | -15.1% | -46.7% | -64.8% |
| All | -61.8% | -15.1% | -46.7% | -64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling