+189.8%
MU vs STLD
+45.5%
+144.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.7% | +4.8% |
| 7D | -22.0% | -11.1% | -10.9% | -16.0% |
| 30D | -36.6% | -4.8% | -31.8% | -34.0% |
| 3M | -21.7% | -14.6% | -7.2% | -13.9% |
| 6M | +3.5% | -7.4% | +10.9% | +6.7% |
| YTD | +141.9% | +32.6% | +109.4% | +99.2% |
| 1Y | +189.8% | +47.3% | +142.5% | +109.8% |
| All | +189.8% | +45.5% | +144.4% | +109.8% |
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 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