+782.2%
STLD vs BEN
+70.4%
+711.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.3% | -4.3% | -1.3% |
| 7D | -9.7% | +12.2% | -21.9% | -15.3% |
| 30D | -4.5% | +12.1% | -16.6% | -10.5% |
| 3M | -13.1% | +7.3% | -20.4% | -16.8% |
| 6M | -2.8% | +17.9% | -20.6% | -11.9% |
| YTD | +35.3% | +55.4% | -20.1% | +4.9% |
| 1Y | +51.4% | +69.3% | -18.0% | +11.8% |
| 3Y | +117.9% | +82.8% | +35.1% | +47.5% |
| 5Y | +272.6% | +28.8% | +243.8% | +200.6% |
| 10Y | +782.2% | +53.9% | +728.3% | +496.4% |
| All | +782.2% | +70.4% | +711.7% | +496.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling