+50.0%
STLD vs ACWI
+11.8%
+38.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -3.0% | -3.0% |
| 7D | +2.9% | +2.4% | +0.5% | +0.4% |
| 30D | -5.6% | -1.7% | -3.9% | -3.8% |
| 3M | -11.7% | -3.9% | -7.8% | -8.0% |
| 6M | -2.8% | +0.8% | -3.6% | -3.7% |
| YTD | +36.4% | +11.0% | +25.4% | +19.5% |
| 1Y | +50.0% | +13.1% | +36.9% | +28.6% |
| All | +50.0% | +11.8% | +38.2% | +28.6% |
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