+1,122.7%
STLD vs TRI
+190.6%
+932.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.0% | +0.7% |
| 7D | -2.8% | -8.4% | +5.6% | -0.5% |
| 30D | -10.4% | -6.5% | -3.9% | -9.1% |
| 3M | -10.6% | +18.6% | -29.2% | -16.9% |
| 6M | +32.7% | -10.4% | +43.1% | +34.7% |
| YTD | +42.8% | -23.7% | +66.5% | +54.0% |
| 1Y | +86.9% | -42.5% | +129.4% | +130.5% |
| 3Y | +143.8% | -19.3% | +163.1% | +136.8% |
| 5Y | +293.5% | -9.7% | +303.1% | +250.7% |
| 10Y | +1,122.7% | +194.4% | +928.2% | +565.0% |
| All | +1,122.7% | +190.6% | +932.1% | +565.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling