+1,007.5%
ASX vs STLD
+802.0%
+205.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.2% | +5.4% | +6.2% |
| 7D | +0.8% | -0.5% | +1.3% | +1.6% |
| 30D | -20.4% | -0.1% | -20.4% | -19.7% |
| 3M | -2.1% | -9.2% | +7.0% | +1.6% |
| 6M | +8.2% | +1.8% | +6.5% | +7.7% |
| YTD | +137.3% | +42.1% | +95.1% | +109.9% |
| 1Y | +155.0% | +58.5% | +96.5% | +117.3% |
| 3Y | +397.9% | +128.2% | +269.7% | +266.9% |
| 5Y | +529.2% | +288.2% | +241.0% | +278.9% |
| 10Y | +1,007.5% | +799.8% | +207.7% | +372.9% |
| All | +1,007.5% | +802.0% | +205.5% | +372.9% |
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