-86.8%
OPEN vs STLD
+55.9%
-142.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.8% | -8.7% | -9.4% |
| 7D | -31.0% | +6.9% | -37.9% | -31.7% |
| 30D | -41.5% | -1.5% | -40.0% | -41.4% |
| 3M | -64.6% | -9.7% | -54.9% | -64.0% |
| 6M | -73.8% | +2.3% | -76.1% | -74.4% |
| YTD | -78.8% | +41.0% | -119.8% | -82.5% |
| 1Y | -86.8% | +51.8% | -138.6% | -90.1% |
| All | -86.8% | +55.9% | -142.7% | -90.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling