+11,657.8%
BBY vs STLD
+8,684.3%
+2,973.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.6% | +4.8% | +3.6% |
| 7D | +9.5% | +3.1% | +6.3% | +8.6% |
| 30D | +6.8% | -9.0% | +15.8% | +9.4% |
| 3M | +28.9% | -12.4% | +41.2% | +32.7% |
| 6M | +37.8% | +25.5% | +12.3% | +27.7% |
| YTD | +38.7% | +43.6% | -4.9% | +23.5% |
| 1Y | +23.7% | +87.2% | -63.5% | +2.1% |
| 3Y | +39.1% | +135.2% | -96.1% | +6.4% |
| 5Y | -0.4% | +290.9% | -291.3% | -35.6% |
| 10Y | +234.0% | +1,113.5% | -879.4% | +50.8% |
| All | +11,657.8% | +8,684.3% | +2,973.5% | +2,448.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling