+985.8%
ASX vs STLD
+761.4%
+224.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | -0.9% |
| 7D | +12.4% | +2.9% | +9.5% | +11.3% |
| 30D | -19.8% | -5.6% | -14.3% | -17.4% |
| 3M | -10.3% | -11.7% | +1.4% | -5.9% |
| 6M | +1.2% | -2.8% | +4.0% | +2.3% |
| YTD | +123.0% | +36.4% | +86.6% | +100.2% |
| 1Y | +145.4% | +50.0% | +95.4% | +113.2% |
| 3Y | +368.6% | +122.3% | +246.3% | +248.4% |
| 5Y | +486.0% | +273.2% | +212.8% | +257.3% |
| All | +985.8% | +761.4% | +224.4% | +362.5% |
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