+1,097.8%
STLD vs SIRI
-11.0%
+1,108.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -1.8% |
| 7D | -3.6% | -3.0% | -0.6% | -2.9% |
| 30D | -10.1% | +1.3% | -11.4% | -10.4% |
| 3M | -11.4% | +5.6% | -17.1% | -13.0% |
| 6M | +30.8% | +35.2% | -4.3% | +20.0% |
| YTD | +40.7% | +49.1% | -8.4% | +25.1% |
| 1Y | +80.8% | +26.8% | +54.0% | +67.3% |
| 3Y | +140.2% | -23.7% | +163.8% | +140.0% |
| 5Y | +288.5% | -41.8% | +330.3% | +290.7% |
| All | +1,097.8% | -11.0% | +1,108.9% | +854.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SIRI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling