-24.4%
UBER vs STLD
+50.3%
-74.7%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.1% | +1.7% | +3.8% |
| 7D | +6.7% | -9.7% | +16.4% | +6.6% |
| 30D | -0.5% | -4.5% | +4.1% | -0.6% |
| 3M | -5.1% | -13.1% | +8.0% | -5.0% |
| 6M | -5.7% | -2.8% | -2.9% | -6.8% |
| YTD | -12.9% | +35.3% | -48.2% | -20.5% |
| All | -24.4% | +50.3% | -74.7% | -35.2% |
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