+992.2%
WDC vs STLA
-62.5%
+1,054.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.1% | +5.2% | +3.2% |
| 7D | +6.0% | +0.7% | +5.2% | +5.6% |
| 30D | +9.9% | -2.4% | +12.3% | +10.1% |
| 3M | -9.4% | -23.9% | +14.5% | -0.8% |
| 6M | +94.7% | -24.6% | +119.3% | +112.8% |
| YTD | +177.3% | -50.5% | +227.8% | +246.5% |
| 1Y | +412.4% | -39.8% | +452.3% | +482.3% |
| 3Y | +1,359.3% | -65.6% | +1,424.9% | +1,864.8% |
| 5Y | +992.2% | -62.1% | +1,054.3% | +1,206.6% |
| All | +992.2% | -62.5% | +1,054.7% | +1,206.6% |
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