-64.0%
STLA vs WU
-15.0%
-49.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -1.4% |
| 7D | -13.8% | -2.0% | -11.7% | -13.3% |
| 30D | -10.5% | +11.4% | -21.9% | -13.0% |
| 3M | -28.9% | -6.8% | -22.0% | -28.5% |
| 6M | -49.7% | -14.6% | -35.1% | -49.3% |
| YTD | -64.9% | -20.6% | -44.3% | -65.2% |
| 1Y | -64.0% | -15.4% | -48.7% | -66.5% |
| All | -64.0% | -15.0% | -49.0% | -66.5% |
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