+3,877.5%
STRL vs BLDR
+554.2%
+3,323.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.6% | +4.2% | +1.3% |
| 7D | -19.8% | -1.1% | -18.8% | -20.2% |
| 30D | -43.6% | +19.1% | -62.6% | -48.4% |
| 3M | -45.2% | -12.6% | -32.6% | -44.1% |
| 6M | -65.7% | -18.7% | -47.0% | -64.7% |
| YTD | -5.4% | -38.8% | +33.4% | +7.5% |
| 1Y | -24.7% | -41.2% | +16.5% | -13.5% |
| 3Y | +335.0% | -49.4% | +384.4% | +392.8% |
| 5Y | +915.3% | -6.0% | +921.2% | +745.2% |
| 10Y | +3,877.5% | +523.1% | +3,354.4% | +1,553.0% |
| All | +3,877.5% | +554.2% | +3,323.3% | +1,553.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling