+769.0%
STLD vs UUUU
+377.1%
+391.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.6% | +2.8% | -0.3% |
| 7D | +6.9% | +1.4% | +5.5% | +6.5% |
| 30D | -1.5% | -27.9% | +26.5% | +3.1% |
| 3M | -9.7% | -53.8% | +44.1% | +0.4% |
| 6M | +2.3% | -68.1% | +70.4% | +19.0% |
| YTD | +41.0% | -54.1% | +95.1% | +51.1% |
| 1Y | +51.8% | -57.8% | +109.6% | +63.7% |
| 3Y | +126.4% | -15.4% | +141.9% | +100.0% |
| 5Y | +285.7% | -39.2% | +324.9% | +238.6% |
| All | +769.0% | +377.1% | +391.9% | +368.6% |
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