+60.1%
STLD vs ACWI
+14.9%
+45.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -4.6% |
| 7D | -3.9% | -0.5% | -3.5% | -3.5% |
| 30D | -0.4% | -1.6% | +1.3% | +1.2% |
| 3M | -9.2% | -1.3% | -7.9% | -8.0% |
| 6M | +5.0% | +5.8% | -0.9% | -1.6% |
| YTD | +42.8% | +12.7% | +30.1% | +23.2% |
| 1Y | +60.1% | +15.0% | +45.1% | +35.2% |
| All | +60.1% | +14.9% | +45.2% | +35.2% |
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