+76.8%
BHP vs STLD
+80.8%
-4.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.5% | +2.0% |
| 7D | +1.3% | +2.7% | -1.4% | +0.2% |
| 30D | +4.0% | -8.4% | +12.4% | +7.4% |
| 3M | +12.3% | -9.9% | +22.2% | +16.8% |
| 6M | +30.8% | +33.0% | -2.2% | +13.8% |
| YTD | +58.8% | +42.6% | +16.2% | +35.8% |
| 1Y | +76.8% | +80.8% | -3.9% | +48.0% |
| All | +76.8% | +80.8% | -4.0% | +48.0% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling