+245.4%
NEE vs STLD
+1,072.4%
-827.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | +1.1% | +2.7% | -1.6% | +0.8% |
| 30D | -0.2% | -8.4% | +8.2% | +0.6% |
| 3M | +0.5% | -9.9% | +10.4% | +1.4% |
| 6M | -6.5% | +33.0% | -39.6% | -9.7% |
| YTD | +6.7% | +42.6% | -35.9% | +2.2% |
| 1Y | +23.6% | +80.8% | -57.1% | +15.2% |
| 3Y | +37.1% | +143.4% | -106.3% | +21.7% |
| 5Y | +10.9% | +293.4% | -282.5% | -9.0% |
| 10Y | +245.4% | +1,080.4% | -835.1% | +125.0% |
| All | +245.4% | +1,072.4% | -827.0% | +125.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling