+57.7%
HAS vs STLD
+46.8%
+11.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.2% | +2.5% | -0.3% |
| 7D | +1.4% | +2.9% | -1.6% | +1.0% |
| 30D | +26.3% | -5.6% | +31.8% | +27.1% |
| 3M | +25.6% | -11.7% | +37.3% | +27.5% |
| 6M | +30.3% | -2.8% | +33.0% | +29.6% |
| YTD | +50.4% | +36.4% | +13.9% | +30.3% |
| 1Y | +57.7% | +50.0% | +7.7% | +25.9% |
| All | +57.7% | +46.8% | +11.0% | +25.9% |
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