-40.7%
STLA vs WU
-11.2%
-29.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.7% |
| 7D | +0.4% | -4.9% | +5.3% | +1.3% |
| 30D | -5.2% | -1.3% | -3.9% | -5.0% |
| 3M | -24.9% | -3.6% | -21.3% | -25.2% |
| 6M | -25.2% | -24.3% | -0.8% | -21.2% |
| YTD | -51.4% | -21.1% | -30.3% | -50.2% |
| 1Y | -40.7% | -10.3% | -30.4% | -42.2% |
| All | -40.7% | -11.2% | -29.5% | -42.2% |
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