-78.7%
OPEN vs STLD
+45.5%
-124.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +0.5% | -22.2% | -21.9% |
| 7D | -22.2% | -11.1% | -11.1% | -20.6% |
| 30D | -38.3% | -4.8% | -33.5% | -37.9% |
| 3M | -59.4% | -14.6% | -44.8% | -58.2% |
| 6M | -74.4% | -7.4% | -67.0% | -74.3% |
| YTD | -76.0% | +32.6% | -108.6% | -80.5% |
| 1Y | -78.7% | +47.3% | -126.0% | -86.1% |
| All | -78.7% | +45.5% | -124.1% | -86.1% |
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