+87.2%
STLD vs UUUU
+27.9%
+59.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.7% |
| 7D | +3.1% | -1.4% | +4.5% | +3.2% |
| 30D | -9.0% | +16.3% | -25.3% | -9.8% |
| 3M | -12.4% | -16.7% | +4.3% | -11.7% |
| 6M | +25.5% | -33.7% | +59.2% | +26.9% |
| YTD | +43.6% | -0.5% | +44.1% | +44.8% |
| 1Y | +87.2% | +28.9% | +58.3% | +102.8% |
| All | +87.2% | +27.9% | +59.2% | +102.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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