+1,712.1%
STLD vs UUUU
-96.3%
+1,808.4%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.6% | +2.8% | -0.4% |
| 7D | +6.9% | +1.4% | +5.5% | +6.6% |
| 30D | -1.5% | -27.9% | +26.5% | +2.1% |
| 3M | -9.7% | -53.8% | +44.1% | -1.8% |
| 6M | +2.3% | -68.1% | +70.4% | +15.1% |
| YTD | +41.0% | -54.1% | +95.1% | +49.3% |
| 1Y | +51.8% | -57.8% | +109.6% | +61.6% |
| 3Y | +126.4% | -15.4% | +141.9% | +109.5% |
| 5Y | +285.7% | -39.2% | +324.9% | +257.3% |
| 10Y | +792.7% | +370.4% | +422.3% | +488.1% |
| All | +1,712.1% | -96.3% | +1,808.4% | +1,176.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling