+293.5%
STLD vs UUUU
+132.1%
+161.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.2% |
| 7D | -2.8% | +1.8% | -4.6% | -3.1% |
| 30D | -10.4% | +1.8% | -12.2% | -10.8% |
| 3M | -10.6% | +1.3% | -11.8% | -11.6% |
| 6M | +32.7% | -26.8% | +59.5% | +36.1% |
| YTD | +42.8% | +0.1% | +42.7% | +37.2% |
| 1Y | +86.9% | +11.2% | +75.7% | +71.0% |
| 3Y | +143.8% | +97.7% | +46.1% | +85.6% |
| 5Y | +293.5% | +127.3% | +166.2% | +168.1% |
| All | +293.5% | +132.1% | +161.4% | +168.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling