+16.3%
AMCR vs STLD
+144.6%
-128.3%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-07 to 2026-09-07.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | +0.2% |
| 7D | -1.9% | +3.1% | -5.0% | -2.6% |
| 30D | -4.1% | -9.0% | +4.9% | -2.1% |
| 3M | +21.7% | -12.4% | +34.0% | +25.1% |
| 6M | +1.5% | +25.5% | -24.0% | -4.9% |
| YTD | +13.1% | +43.6% | -30.5% | +3.2% |
| 1Y | +16.5% | +87.2% | -70.7% | +0.7% |
| All | +16.3% | +144.6% | -128.3% | -8.2% |
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 2023-09-07 to 2026-09-07: 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…
2023-09-07 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling