-62.1%
STLA vs WU
-51.1%
-11.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.5% | -0.6% | -2.0% |
| 7D | +0.7% | -0.8% | +1.6% | +1.1% |
| 30D | -2.4% | -1.1% | -1.2% | -2.0% |
| 3M | -23.9% | -1.8% | -22.1% | -24.9% |
| 6M | -24.6% | -23.9% | -0.7% | -16.2% |
| YTD | -50.5% | -20.4% | -30.1% | -46.7% |
| 1Y | -39.8% | -10.6% | -29.3% | -39.6% |
| 3Y | -65.6% | -27.7% | -37.9% | -62.2% |
| 5Y | -62.1% | -51.1% | -11.0% | -50.1% |
| All | -62.1% | -51.1% | -11.0% | -50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling