+1,683.6%
BE vs STLD
+115.4%
+1,568.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.1% | +9.8% | +10.8% |
| 7D | -1.2% | -9.7% | +8.5% | +4.9% |
| 30D | -30.9% | -4.5% | -26.3% | -28.5% |
| 3M | -11.6% | -13.1% | +1.5% | -4.5% |
| 6M | -25.7% | -2.8% | -23.0% | -25.9% |
| YTD | +123.1% | +35.3% | +87.8% | +83.5% |
| 1Y | +43.4% | +51.4% | -8.0% | +10.4% |
| 3Y | +1,683.6% | +117.9% | +1,565.7% | +917.2% |
| All | +1,683.6% | +115.4% | +1,568.3% | +917.2% |
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