+38.0%
UBER vs STLA
-73.3%
+111.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.2% | +4.0% | +3.8% |
| 7D | +6.7% | -6.4% | +13.0% | +7.9% |
| 30D | -0.5% | -1.3% | +0.9% | -0.4% |
| 3M | -5.1% | -19.9% | +14.8% | -1.6% |
| 6M | -5.7% | -42.9% | +37.2% | +3.7% |
| YTD | -12.9% | -59.4% | +46.5% | +0.8% |
| 1Y | -22.6% | -56.8% | +34.2% | -11.9% |
| All | +38.0% | -73.3% | +111.3% | +70.7% |
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 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