+277.1%
STLD vs BUD
+51.6%
+225.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.1% | -4.4% | -3.6% |
| 7D | +2.9% | +1.0% | +1.9% | +2.6% |
| 30D | -5.6% | +6.7% | -12.2% | -7.7% |
| 3M | -11.7% | +5.7% | -17.4% | -13.6% |
| 6M | -2.8% | +5.8% | -8.6% | -5.1% |
| YTD | +36.4% | +34.4% | +2.1% | +22.8% |
| 1Y | +50.0% | +33.3% | +16.7% | +35.2% |
| 3Y | +122.3% | +48.8% | +73.5% | +87.9% |
| All | +277.1% | +51.6% | +225.5% | +193.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 5y: compounded portfolio wealth divided by compounded BUD 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…
5y analysis · Full analysis span regression · 6 months rolling