+67.2%
SU vs STLD
+82.8%
-15.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.2% |
| 7D | +2.2% | -0.9% | +3.2% | +2.3% |
| 30D | +8.4% | -8.9% | +17.3% | +8.9% |
| 3M | +12.1% | -14.0% | +26.1% | +12.7% |
| 6M | +19.7% | +30.8% | -11.2% | +18.7% |
| YTD | +58.4% | +42.3% | +16.1% | +55.1% |
| 1Y | +67.2% | +81.1% | -13.9% | +59.3% |
| All | +67.2% | +82.8% | -15.6% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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