+93.9%
INTC vs STLD
+292.4%
-198.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.6% | +6.1% | +5.1% |
| 7D | +7.1% | +3.1% | +3.9% | +5.7% |
| 30D | -5.2% | -9.0% | +3.8% | -1.9% |
| 3M | -14.3% | -12.4% | -1.9% | -10.5% |
| 6M | +110.2% | +25.5% | +84.7% | +89.4% |
| YTD | +159.6% | +43.6% | +116.0% | +121.1% |
| 1Y | +289.3% | +87.2% | +202.1% | +199.7% |
| 3Y | +166.1% | +135.2% | +30.8% | +90.0% |
| All | +93.9% | +292.4% | -198.5% | +20.8% |
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