+1,138.0%
MUU vs STLD
+81.6%
+1,056.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +2.1% | +10.4% | +9.6% |
| 7D | -27.2% | -9.7% | -17.5% | -12.8% |
| 30D | -54.0% | -4.5% | -49.5% | -48.6% |
| 3M | -41.4% | -13.1% | -28.4% | -28.0% |
| 6M | -42.5% | -2.8% | -39.7% | -39.5% |
| YTD | +211.2% | +35.3% | +175.9% | +101.6% |
| 1Y | +313.4% | +51.4% | +262.0% | +127.9% |
| All | +1,138.0% | +81.6% | +1,056.5% | +434.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling