+47.3%
STLD vs ACWI
+10.2%
+37.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -11.1% | -2.4% | -8.8% | -8.8% |
| 30D | -4.8% | -5.2% | +0.4% | +0.6% |
| 3M | -14.6% | -4.8% | -9.7% | -10.0% |
| 6M | -7.4% | -1.3% | -6.1% | -6.3% |
| YTD | +32.6% | +8.4% | +24.2% | +19.3% |
| 1Y | +47.3% | +11.0% | +36.3% | +29.3% |
| All | +47.3% | +10.2% | +37.1% | +29.3% |
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