+228.8%
MU vs STLD
+46.8%
+182.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.2% | +0.7% | -0.6% |
| 7D | +12.8% | +2.9% | +9.9% | +10.9% |
| 30D | -14.9% | -5.6% | -9.3% | -11.2% |
| 3M | -18.0% | -11.7% | -6.3% | -11.5% |
| 6M | -3.1% | -2.8% | -0.3% | -3.0% |
| YTD | +172.9% | +36.4% | +136.4% | +122.0% |
| 1Y | +228.8% | +50.0% | +178.8% | +132.0% |
| All | +228.8% | +46.8% | +182.1% | +132.0% |
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 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