+139.1%
STLD vs SUI
+12.1%
+127.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | +3.1% | -2.8% | +6.0% | +3.8% |
| 30D | -9.0% | -1.2% | -7.8% | -8.8% |
| 3M | -12.4% | -1.7% | -10.6% | -12.2% |
| 6M | +25.5% | -10.5% | +36.0% | +28.6% |
| YTD | +43.6% | -1.8% | +45.5% | +43.9% |
| 1Y | +87.2% | -4.1% | +91.3% | +88.5% |
| All | +139.1% | +12.1% | +127.0% | +117.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling