+649.9%
PLTR vs STLD
+291.0%
+358.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.2% | +0.9% | +1.6% |
| 7D | +0.4% | -0.5% | +0.9% | +0.7% |
| 30D | -17.5% | -0.1% | -17.4% | -17.4% |
| 3M | -1.5% | -9.2% | +7.7% | +1.7% |
| 6M | +25.9% | +1.8% | +24.2% | +22.7% |
| YTD | -3.0% | +42.1% | -45.1% | -19.7% |
| 1Y | -9.7% | +58.5% | -68.2% | -29.0% |
| 3Y | +776.5% | +128.2% | +648.2% | +461.7% |
| 5Y | +649.9% | +288.2% | +361.7% | +250.4% |
| All | +649.9% | +291.0% | +358.9% | +250.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling