+653.2%
ADI vs STLD
+802.0%
-148.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.2% | +2.8% | +3.6% |
| 7D | +0.7% | -0.5% | +1.2% | +1.1% |
| 30D | +0.7% | -0.1% | +0.8% | +1.0% |
| 3M | +6.5% | -9.2% | +15.6% | +10.1% |
| 6M | -2.7% | +1.8% | -4.4% | -4.1% |
| YTD | +52.2% | +42.1% | +10.1% | +31.3% |
| 1Y | +77.5% | +58.5% | +18.9% | +46.9% |
| 3Y | +148.8% | +128.2% | +20.5% | +76.1% |
| 5Y | +142.9% | +288.2% | -145.4% | +34.6% |
| 10Y | +653.2% | +799.8% | -146.6% | +161.2% |
| All | +653.2% | +802.0% | -148.8% | +161.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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