+71.0%
UBER vs STLA
-35.2%
+106.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -0.9% | -2.1% |
| 7D | -7.0% | +0.4% | -7.4% | -7.2% |
| 30D | -8.9% | -5.2% | -3.7% | -7.3% |
| 3M | +1.0% | -24.9% | +25.9% | +11.7% |
| 6M | -3.7% | -25.2% | +21.4% | +5.7% |
| YTD | -13.0% | -51.4% | +38.4% | +10.5% |
| 1Y | -25.5% | -40.7% | +15.2% | -14.9% |
| 3Y | +50.5% | -66.3% | +116.7% | +105.8% |
| 5Y | +76.2% | -63.2% | +139.4% | +121.3% |
| All | +71.0% | -35.2% | +106.2% | +45.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling