+143.4%
STLD vs UUUU
+99.2%
+44.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.8% | -0.8% |
| 7D | +2.7% | +2.8% | -0.2% | +2.4% |
| 30D | -8.4% | +3.4% | -11.8% | -8.8% |
| 3M | -9.9% | -3.9% | -6.0% | -10.0% |
| 6M | +33.0% | -23.2% | +56.2% | +34.5% |
| YTD | +42.6% | +0.6% | +42.0% | +40.1% |
| 1Y | +80.8% | +22.9% | +57.9% | +71.1% |
| 3Y | +143.4% | +98.6% | +44.8% | +105.7% |
| All | +143.4% | +99.2% | +44.2% | +105.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling