+292.6%
STLD vs BLDR
+20.2%
+272.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.5% | -4.1% | -2.4% |
| 7D | +3.1% | -2.8% | +6.0% | +4.0% |
| 30D | -9.0% | -13.3% | +4.3% | -5.4% |
| 3M | -12.4% | -12.3% | -0.1% | -10.3% |
| 6M | +25.5% | -31.5% | +57.0% | +38.3% |
| YTD | +43.6% | -36.1% | +79.7% | +60.6% |
| 1Y | +87.2% | -54.1% | +141.3% | +132.4% |
| 3Y | +135.2% | -55.8% | +191.0% | +176.5% |
| All | +292.6% | +20.2% | +272.5% | +168.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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