+89.6%
ASX vs STLD
+47.9%
+41.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -7.6% | -13.2% | -16.8% |
| 7D | -33.3% | -12.5% | -20.8% | -28.3% |
| 30D | -36.5% | -6.8% | -29.6% | -33.2% |
| 3M | -19.2% | -16.4% | -2.8% | -11.5% |
| 6M | -10.2% | -6.1% | -4.1% | -7.2% |
| YTD | +86.5% | +32.0% | +54.5% | +69.3% |
| 1Y | +89.6% | +45.5% | +44.1% | +60.9% |
| All | +89.6% | +47.9% | +41.7% | +60.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling