+12.9%
HAS vs STLD
+292.4%
-279.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.1% |
| 7D | -1.8% | +3.1% | -5.0% | -2.5% |
| 30D | +2.3% | -9.0% | +11.3% | +4.3% |
| 3M | +10.4% | -12.4% | +22.7% | +13.2% |
| 6M | -3.2% | +25.5% | -28.7% | -9.4% |
| YTD | +15.4% | +43.6% | -28.2% | +4.3% |
| 1Y | +18.8% | +87.2% | -68.4% | +0.5% |
| 3Y | +43.9% | +135.2% | -91.3% | +12.9% |
| All | +12.9% | +292.4% | -279.5% | -24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling