+1,111.5%
STLD vs UUUU
+465.5%
+646.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.0% | +6.1% | +1.9% |
| 7D | -0.9% | -10.5% | +9.6% | +0.6% |
| 30D | -8.9% | -10.5% | +1.6% | -7.6% |
| 3M | -14.0% | -14.1% | +0.1% | -12.9% |
| 6M | +30.8% | -35.5% | +66.3% | +36.8% |
| YTD | +42.3% | -10.9% | +53.2% | +39.0% |
| 1Y | +81.1% | +3.4% | +77.7% | +68.1% |
| 3Y | +149.2% | +73.1% | +76.1% | +98.5% |
| 5Y | +292.9% | +87.1% | +205.8% | +191.2% |
| All | +1,111.5% | +465.5% | +646.0% | +480.6% |
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