+83.5%
STLD vs UUUU
+11.2%
+72.3%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.2% |
| 7D | -2.8% | +1.8% | -4.6% | -2.9% |
| 30D | -10.4% | +1.8% | -12.2% | -10.6% |
| 3M | -10.6% | +1.3% | -11.8% | -11.0% |
| 6M | +32.7% | -26.8% | +59.5% | +34.0% |
| YTD | +42.8% | +0.1% | +42.7% | +43.4% |
| All | +83.5% | +11.2% | +72.3% | +90.2% |
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