+100.8%
STM vs BLDR
-58.0%
+158.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.3% |
| 7D | +1.7% | -2.7% | +4.4% | +2.4% |
| 30D | -5.2% | -14.7% | +9.6% | -1.3% |
| 3M | -29.6% | -20.8% | -8.8% | -25.3% |
| 6M | +54.4% | -35.3% | +89.7% | +71.8% |
| YTD | +99.5% | -40.3% | +139.9% | +127.7% |
| 1Y | +100.8% | -56.3% | +157.0% | +137.3% |
| All | +100.8% | -58.0% | +158.8% | +137.3% |
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