+350.3%
SU vs STLD
+291.8%
+58.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +1.0% |
| 7D | -1.0% | +2.7% | -3.6% | -1.8% |
| 30D | +13.7% | -8.4% | +22.1% | +16.3% |
| 3M | +8.0% | -9.9% | +17.9% | +10.6% |
| 6M | +21.0% | +33.0% | -12.0% | +9.1% |
| YTD | +56.2% | +42.6% | +13.7% | +37.1% |
| 1Y | +72.2% | +80.8% | -8.6% | +38.8% |
| 3Y | +118.1% | +143.4% | -25.3% | +53.7% |
| 5Y | +350.3% | +293.4% | +56.9% | +163.5% |
| All | +350.3% | +291.8% | +58.5% | +163.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling