+85.0%
UBER vs STLD
+292.4%
-207.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.4% | +0.2% |
| 7D | -3.9% | +3.1% | -7.0% | -4.7% |
| 30D | +11.1% | -9.0% | +20.1% | +13.7% |
| 3M | +4.9% | -12.4% | +17.3% | +8.0% |
| 6M | -1.2% | +25.5% | -26.7% | -9.2% |
| YTD | -7.3% | +43.6% | -50.9% | -18.8% |
| 1Y | -17.6% | +87.2% | -104.8% | -34.1% |
| 3Y | +61.1% | +135.2% | -74.2% | +16.5% |
| All | +85.0% | +292.4% | -207.4% | +6.6% |
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