+82.5%
UBER vs STLA
-62.5%
+145.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.1% | -0.4% | -2.5% |
| 7D | -2.8% | +0.7% | -3.6% | -3.1% |
| 30D | -2.5% | -2.4% | -0.2% | -2.0% |
| 3M | +4.4% | -23.9% | +28.3% | +13.5% |
| 6M | -2.7% | -24.6% | +22.0% | +5.4% |
| YTD | -10.5% | -50.5% | +40.0% | +9.8% |
| 1Y | -22.5% | -39.8% | +17.3% | -13.5% |
| 3Y | +54.8% | -65.6% | +120.4% | +103.5% |
| 5Y | +82.5% | -62.1% | +144.6% | +106.2% |
| All | +82.5% | -62.5% | +145.0% | +106.2% |
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