-53.8%
TEAM vs STLA
-62.5%
+8.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.1% | -3.9% | -5.9% |
| 7D | -5.7% | +0.7% | -6.4% | -5.9% |
| 30D | +18.3% | -2.4% | +20.7% | +19.3% |
| 3M | +80.2% | -23.9% | +104.1% | +97.2% |
| 6M | +111.0% | -24.6% | +135.6% | +127.6% |
| YTD | +8.8% | -50.5% | +59.3% | +35.7% |
| 1Y | +2.2% | -39.8% | +42.0% | +15.1% |
| 3Y | -14.6% | -65.6% | +51.0% | +12.3% |
| 5Y | -53.8% | -62.1% | +8.3% | -50.5% |
| All | -53.8% | -62.5% | +8.7% | -50.5% |
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