+293.4%
STLD vs STLA
-62.5%
+355.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.3% | +0.2% |
| 7D | +2.7% | +0.7% | +1.9% | +2.3% |
| 30D | -8.4% | -2.4% | -6.1% | -8.1% |
| 3M | -9.9% | -23.9% | +14.0% | -2.8% |
| 6M | +33.0% | -24.6% | +57.6% | +43.2% |
| YTD | +42.6% | -50.5% | +93.1% | +72.2% |
| 1Y | +80.8% | -39.8% | +120.6% | +102.0% |
| 3Y | +143.4% | -65.6% | +209.0% | +214.1% |
| 5Y | +293.4% | -62.1% | +355.5% | +366.7% |
| All | +293.4% | -62.5% | +355.9% | +366.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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