+3,309.9%
V vs STLD
+854.1%
+2,455.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -7.6% | +4.4% | -1.3% |
| 7D | +2.9% | -12.5% | +15.4% | +6.4% |
| 30D | +14.0% | -6.8% | +20.8% | +15.9% |
| 3M | +14.9% | -16.4% | +31.2% | +19.6% |
| 6M | +31.7% | -6.1% | +37.9% | +32.2% |
| YTD | +21.2% | +32.0% | -10.7% | +10.5% |
| 1Y | +25.3% | +45.5% | -20.2% | +11.2% |
| 3Y | +77.5% | +106.5% | -29.0% | +39.7% |
| 5Y | +102.6% | +267.2% | -164.6% | +31.2% |
| 10Y | +464.3% | +878.9% | -414.5% | +156.4% |
| All | +3,309.9% | +854.1% | +2,455.7% | +1,035.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling