+47.3%
STLD vs SUI
-0.1%
+47.4%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +1.9% | +0.5% |
| 7D | -11.1% | +6.2% | -17.3% | -11.5% |
| 30D | -4.8% | +8.6% | -13.4% | -6.2% |
| 3M | -14.6% | +1.0% | -15.5% | -14.6% |
| 6M | -7.4% | -2.6% | -4.8% | -6.5% |
| YTD | +32.6% | -0.1% | +32.7% | +33.4% |
| 1Y | +47.3% | +0.5% | +46.9% | +48.1% |
| All | +47.3% | -0.1% | +47.4% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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