+573.0%
ADI vs STLD
+761.4%
-188.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.3% | +0.5% |
| 7D | -12.8% | -11.1% | -1.7% | -8.7% |
| 30D | -11.3% | -4.8% | -6.6% | -9.5% |
| 3M | -3.4% | -14.6% | +11.2% | +2.2% |
| 6M | -12.0% | -7.4% | -4.6% | -10.2% |
| YTD | +35.3% | +32.6% | +2.7% | +19.8% |
| 1Y | +58.1% | +47.3% | +10.7% | +34.5% |
| 3Y | +127.4% | +107.5% | +19.8% | +66.8% |
| 5Y | +114.6% | +268.8% | -154.2% | +21.4% |
| All | +573.0% | +761.4% | -188.4% | +146.0% |
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