+101.2%
TQQQ vs STLD
+291.8%
-190.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.3% |
| 7D | +4.4% | +2.7% | +1.7% | +2.0% |
| 30D | -3.1% | -8.4% | +5.3% | +2.8% |
| 3M | -5.2% | -9.9% | +4.7% | +0.2% |
| 6M | +52.4% | +33.0% | +19.4% | +18.2% |
| YTD | +37.4% | +42.6% | -5.2% | -0.8% |
| 1Y | +56.0% | +80.8% | -24.8% | -7.6% |
| 3Y | +268.7% | +143.4% | +125.3% | +70.4% |
| 5Y | +101.2% | +293.4% | -192.2% | -37.4% |
| All | +101.2% | +291.8% | -190.6% | -37.4% |
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