+49.3%
STT vs BLDR
-42.4%
+91.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.6% |
| 7D | +0.4% | -10.3% | +10.7% | +1.5% |
| 30D | -0.4% | +19.6% | -20.0% | -2.3% |
| 3M | -6.5% | -17.0% | +10.5% | -4.7% |
| 6M | +17.2% | -16.7% | +33.9% | +18.4% |
| YTD | +38.2% | -39.4% | +77.6% | +46.3% |
| 1Y | +49.3% | -41.7% | +91.0% | +58.8% |
| All | +49.3% | -42.4% | +91.7% | +58.8% |
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