+1,122.7%
STLD vs WWD
+479.8%
+642.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.4% |
| 7D | -2.8% | +0.6% | -3.4% | -3.2% |
| 30D | -10.4% | -5.1% | -5.3% | -8.0% |
| 3M | -10.6% | -11.2% | +0.7% | -5.8% |
| 6M | +32.7% | -12.0% | +44.7% | +39.4% |
| YTD | +42.8% | +12.0% | +30.8% | +31.2% |
| 1Y | +86.9% | +42.8% | +44.1% | +49.3% |
| 3Y | +143.8% | +168.9% | -25.1% | +32.4% |
| 5Y | +293.5% | +192.2% | +101.3% | +97.4% |
| 10Y | +1,122.7% | +495.3% | +627.4% | +268.7% |
| All | +1,122.7% | +479.8% | +642.9% | +268.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded WWD 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling