+87.2%
STLD vs ACWI
+23.6%
+63.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +3.1% | +0.5% | +2.7% | +2.6% |
| 30D | -9.0% | +0.9% | -9.9% | -9.8% |
| 3M | -12.4% | +2.4% | -14.8% | -14.6% |
| 6M | +25.5% | +12.4% | +13.1% | +8.7% |
| YTD | +43.6% | +15.2% | +28.5% | +19.7% |
| 1Y | +87.2% | +22.7% | +64.5% | +42.9% |
| All | +87.2% | +23.6% | +63.6% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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