+1,709.5%
BE vs STLD
+119.8%
+1,589.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.2% | -1.7% | -3.1% |
| 7D | +10.8% | +2.9% | +7.9% | +9.2% |
| 30D | -19.8% | -5.6% | -14.2% | -16.6% |
| 3M | -18.7% | -11.7% | -7.0% | -12.8% |
| 6M | -33.7% | -2.8% | -31.0% | -33.9% |
| YTD | +121.0% | +36.4% | +84.5% | +80.8% |
| 1Y | +85.4% | +50.0% | +35.4% | +43.1% |
| 3Y | +1,709.5% | +122.3% | +1,587.2% | +903.7% |
| All | +1,709.5% | +119.8% | +1,589.7% | +903.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling