+80.8%
STLD vs TROW
+6.0%
+74.7%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | -3.6% | -3.0% | -0.6% | -2.5% |
| 30D | -10.1% | -5.5% | -4.6% | -8.1% |
| 3M | -11.4% | +2.3% | -13.7% | -13.4% |
| 6M | +30.8% | +23.9% | +6.9% | +17.4% |
| YTD | +40.7% | +7.9% | +32.8% | +30.8% |
| 1Y | +80.8% | +6.1% | +74.6% | +69.5% |
| All | +80.8% | +6.0% | +74.7% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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