+3,621.5%
STX vs BLDR
+357.1%
+3,264.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | -1.6% |
| 7D | +9.6% | -2.7% | +12.3% | +10.2% |
| 30D | +10.6% | -14.7% | +25.3% | +14.4% |
| 3M | +4.8% | -20.8% | +25.6% | +8.9% |
| 6M | +137.3% | -35.3% | +172.6% | +158.1% |
| YTD | +222.5% | -40.3% | +262.8% | +256.0% |
| 1Y | +366.2% | -56.3% | +422.5% | +455.4% |
| 3Y | +1,352.9% | -56.1% | +1,409.0% | +1,550.6% |
| 5Y | +1,077.4% | +12.9% | +1,064.5% | +898.9% |
| 10Y | +3,621.5% | +386.5% | +3,235.1% | +1,676.0% |
| All | +3,621.5% | +357.1% | +3,264.4% | +1,676.0% |
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