+799.8%
STLD vs GEN
+156.5%
+643.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.1% | -0.9% | +0.7% |
| 7D | -0.5% | -0.8% | +0.4% | -0.3% |
| 30D | -0.1% | +31.2% | -31.3% | -6.9% |
| 3M | -9.2% | +6.1% | -15.2% | -11.3% |
| 6M | +1.8% | +38.1% | -36.3% | -7.9% |
| YTD | +42.1% | +14.4% | +27.8% | +34.3% |
| 1Y | +58.5% | +15.1% | +43.4% | +49.5% |
| 3Y | +128.2% | +68.5% | +59.7% | +92.3% |
| 5Y | +288.2% | +35.8% | +252.4% | +239.0% |
| 10Y | +799.8% | +155.4% | +644.4% | +524.7% |
| All | +799.8% | +156.5% | +643.3% | +524.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling