+80.8%
STLD vs EVRG
+18.5%
+62.3%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.6% |
| 7D | +2.7% | +0.9% | +1.8% | +2.8% |
| 30D | -8.4% | -0.5% | -7.9% | -8.5% |
| 3M | -9.9% | +1.5% | -11.4% | -9.5% |
| 6M | +33.0% | +1.2% | +31.9% | +33.9% |
| YTD | +42.6% | +16.3% | +26.3% | +45.8% |
| 1Y | +80.8% | +20.3% | +60.5% | +111.4% |
| All | +80.8% | +18.5% | +62.3% | +111.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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