+26.5%
WWD vs STLA
-64.1%
+90.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.1% | +4.1% | -1.2% |
| 7D | +8.2% | -13.1% | +21.2% | +10.0% |
| 30D | -0.2% | -13.3% | +13.1% | +1.5% |
| 3M | -8.4% | -27.9% | +19.4% | -4.6% |
| 6M | -9.5% | -47.8% | +38.3% | -1.7% |
| YTD | +10.1% | -64.6% | +74.6% | +22.1% |
| All | +26.5% | -64.1% | +90.6% | +38.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling