+1,080.4%
STLD vs BB
+3.3%
+1,077.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -1.1% |
| 7D | +2.7% | +0.5% | +2.1% | +2.5% |
| 30D | -8.4% | -12.4% | +3.9% | -6.6% |
| 3M | -9.9% | -15.3% | +5.4% | -8.6% |
| 6M | +33.0% | +128.8% | -95.7% | +12.8% |
| YTD | +42.6% | +107.7% | -65.1% | +22.8% |
| 1Y | +80.8% | +103.9% | -23.1% | +55.3% |
| 3Y | +143.4% | +72.6% | +70.8% | +104.4% |
| 5Y | +293.4% | -24.3% | +317.7% | +265.7% |
| 10Y | +1,080.4% | +3.1% | +1,077.3% | +629.5% |
| All | +1,080.4% | +3.3% | +1,077.1% | +629.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling