+504.4%
NOW vs STLD
+790.2%
-285.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.3% | -1.9% |
| 7D | -1.7% | +6.9% | -8.5% | -3.2% |
| 30D | -27.4% | -1.5% | -25.9% | -27.3% |
| 3M | -19.4% | -9.7% | -9.7% | -18.2% |
| 6M | +13.1% | +2.3% | +10.8% | +10.7% |
| YTD | -34.3% | +41.0% | -75.3% | -41.4% |
| 1Y | -41.8% | +51.8% | -93.6% | -49.1% |
| 3Y | -20.7% | +126.4% | -147.1% | -38.8% |
| 5Y | -27.2% | +285.7% | -312.9% | -51.7% |
| All | +504.4% | +790.2% | -285.8% | +195.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling