-14.3%
TEAM vs STLA
-77.1%
+62.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.3% |
| 7D | -2.4% | -13.8% | +11.4% | +0.7% |
| 30D | -26.7% | -10.5% | -16.2% | -25.3% |
| 3M | -9.6% | -28.9% | +19.2% | -3.3% |
| 6M | +86.0% | -49.7% | +135.8% | +113.3% |
| YTD | -7.5% | -64.9% | +57.4% | +14.6% |
| 1Y | -1.4% | -64.0% | +62.7% | +20.9% |
| 3Y | -14.3% | -77.4% | +63.1% | -4.8% |
| All | -14.3% | -77.1% | +62.8% | -4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling