+8,153.7%
STLD vs SUI
+2,075.9%
+6,077.8%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.4% |
| 7D | +3.1% | -2.8% | +6.0% | +4.8% |
| 30D | -9.0% | -1.2% | -7.8% | -8.6% |
| 3M | -12.4% | -1.7% | -10.6% | -12.0% |
| 6M | +25.5% | -10.5% | +36.0% | +32.7% |
| YTD | +43.6% | -1.8% | +45.5% | +43.9% |
| 1Y | +87.2% | -4.1% | +91.3% | +89.0% |
| 3Y | +135.2% | +11.3% | +124.0% | +109.4% |
| 5Y | +290.9% | -32.1% | +323.0% | +352.1% |
| 10Y | +1,113.5% | +110.4% | +1,003.0% | +540.9% |
| All | +8,153.7% | +2,075.9% | +6,077.8% | +873.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling