+34.5%
BBY vs STLD
+59.7%
-25.2%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -3.0% | +11.0% | +8.3% |
| 7D | +4.5% | -3.9% | +8.5% | +4.9% |
| 30D | +16.0% | -0.4% | +16.4% | +15.9% |
| 3M | +18.6% | -9.2% | +27.8% | +19.3% |
| 6M | +80.1% | +5.0% | +75.1% | +76.1% |
| YTD | +57.4% | +42.8% | +14.6% | +37.4% |
| 1Y | +34.5% | +60.1% | -25.6% | +7.0% |
| All | +34.5% | +59.7% | -25.2% | +7.0% |
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 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