-48.0%
USAR vs STLD
+45.5%
-93.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +0.5% | +10.4% | +10.5% |
| 7D | -14.5% | -11.1% | -3.4% | -6.3% |
| 30D | -37.8% | -4.8% | -33.1% | -35.0% |
| 3M | -52.8% | -14.6% | -38.2% | -47.2% |
| 6M | -71.2% | -7.4% | -63.8% | -70.5% |
| YTD | -30.9% | +32.6% | -63.4% | -39.5% |
| 1Y | -48.0% | +47.3% | -95.3% | -51.6% |
| All | -48.0% | +45.5% | -93.5% | -51.6% |
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 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