+60.1%
STLD vs GEN
+20.2%
+39.9%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.0% | -7.0% | -3.1% |
| 7D | -3.9% | +26.9% | -30.8% | -4.2% |
| 30D | -0.4% | +38.6% | -39.0% | -0.7% |
| 3M | -9.2% | +9.7% | -19.0% | -9.3% |
| 6M | +5.0% | +58.9% | -53.9% | +3.7% |
| YTD | +42.8% | +15.3% | +27.5% | +42.4% |
| 1Y | +60.1% | +21.8% | +38.3% | +57.9% |
| All | +60.1% | +20.2% | +39.9% | +57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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