+95.4%
STM vs BLDR
-44.0%
+139.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.6% | +4.0% | +1.2% |
| 7D | +16.3% | -8.2% | +24.5% | +18.4% |
| 30D | -6.3% | +16.3% | -22.5% | -10.6% |
| 3M | -14.1% | -17.0% | +2.9% | -10.1% |
| 6M | -19.6% | -17.4% | -2.2% | -16.3% |
| YTD | +80.1% | -41.6% | +121.7% | +108.0% |
| 1Y | +95.4% | -43.5% | +138.9% | +127.5% |
| All | +95.4% | -44.0% | +139.4% | +127.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling