+740.9%
STLD vs UUUU
+370.7%
+370.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.3% | -1.9% | -3.0% |
| 7D | +2.9% | -1.1% | +4.0% | +2.9% |
| 30D | -5.6% | -21.0% | +15.4% | -2.4% |
| 3M | -11.7% | -54.8% | +43.1% | -1.5% |
| 6M | -2.8% | -67.3% | +64.6% | +12.7% |
| YTD | +36.4% | -54.7% | +91.1% | +46.5% |
| 1Y | +50.0% | -57.4% | +107.4% | +61.6% |
| 3Y | +122.3% | -19.6% | +141.9% | +98.2% |
| 5Y | +273.2% | -40.0% | +313.3% | +228.3% |
| All | +740.9% | +370.7% | +370.2% | +354.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling