+80.8%
STLD vs MSTZ
-24.0%
+104.7%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.2% | -8.9% | -0.6% |
| 7D | +2.7% | -25.4% | +28.0% | +2.2% |
| 30D | -8.4% | -60.9% | +52.4% | -9.9% |
| 3M | -9.9% | -54.2% | +44.3% | -9.2% |
| 6M | +33.0% | -65.0% | +98.0% | +33.9% |
| YTD | +42.6% | -76.5% | +119.1% | +43.1% |
| 1Y | +80.8% | -23.4% | +104.1% | +113.3% |
| All | +80.8% | -24.0% | +104.7% | +113.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MSTZ 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling