+441.0%
TEAM vs STLD
+804.7%
-363.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.8% | -7.8% | -4.8% |
| 7D | -22.2% | -4.7% | -17.6% | -21.5% |
| 30D | -28.1% | -0.9% | -27.2% | -28.1% |
| 3M | -2.2% | -11.9% | +9.7% | -0.2% |
| 6M | +62.2% | +0.9% | +61.3% | +60.0% |
| YTD | -8.4% | +40.4% | -48.8% | -16.9% |
| 1Y | -6.6% | +56.6% | -63.2% | -17.5% |
| 3Y | -15.7% | +125.5% | -141.2% | -32.0% |
| 5Y | -65.7% | +292.8% | -358.6% | -75.0% |
| 10Y | +441.0% | +787.1% | -346.1% | +256.8% |
| All | +441.0% | +804.7% | -363.7% | +256.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling