+1,315.7%
MU vs STLD
+292.4%
+1,023.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.6% | +7.7% | +6.9% |
| 7D | +9.0% | +3.1% | +5.8% | +7.2% |
| 30D | +13.8% | -9.0% | +22.8% | +18.6% |
| 3M | +2.1% | -12.4% | +14.5% | +7.9% |
| 6M | +153.8% | +25.5% | +128.3% | +124.7% |
| YTD | +256.4% | +43.6% | +212.8% | +193.7% |
| 1Y | +719.8% | +87.2% | +632.6% | +492.5% |
| 3Y | +1,360.4% | +135.2% | +1,225.1% | +856.3% |
| All | +1,315.7% | +292.4% | +1,023.3% | +640.3% |
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