+782.2%
STLD vs GEN
+166.9%
+615.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -9.7% | -0.3% | -9.4% | -9.6% |
| 30D | -4.5% | +28.2% | -32.7% | -10.5% |
| 3M | -13.1% | +2.6% | -15.7% | -14.4% |
| 6M | -2.8% | +32.7% | -35.4% | -11.1% |
| YTD | +35.3% | +11.3% | +24.1% | +28.7% |
| 1Y | +51.4% | +17.9% | +33.4% | +41.6% |
| 3Y | +117.9% | +66.3% | +51.6% | +84.1% |
| 5Y | +272.6% | +31.7% | +240.9% | +227.7% |
| 10Y | +782.2% | +150.0% | +632.2% | +512.8% |
| All | +782.2% | +166.9% | +615.3% | +512.8% |
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