+18.3%
NOW vs STLD
+135.5%
-117.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -2.7% |
| 7D | -2.4% | +3.1% | -5.5% | -2.9% |
| 30D | +20.5% | -9.0% | +29.5% | +22.3% |
| 3M | +18.3% | -12.4% | +30.7% | +20.9% |
| 6M | +24.1% | +25.5% | -1.4% | +16.0% |
| YTD | -7.8% | +43.6% | -51.4% | -17.9% |
| 1Y | -21.4% | +87.2% | -108.6% | -36.1% |
| All | +18.3% | +135.5% | -117.2% | -14.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling