+2,108.4%
STX vs BLDR
+518.5%
+1,589.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.9% | +10.9% | +10.2% |
| 7D | -1.0% | -10.3% | +9.3% | +1.8% |
| 30D | -26.8% | +19.6% | -46.3% | -30.4% |
| 3M | -32.7% | -17.0% | -15.7% | -30.6% |
| 6M | -33.7% | -16.7% | -17.0% | -32.8% |
| YTD | +101.0% | -39.4% | +140.4% | +118.8% |
| 1Y | +92.7% | -41.7% | +134.4% | +111.5% |
| 3Y | +708.7% | -49.9% | +758.6% | +780.7% |
| 5Y | +504.0% | -7.6% | +511.6% | +434.2% |
| 10Y | +2,108.4% | +502.3% | +1,606.0% | +963.8% |
| All | +2,108.4% | +518.5% | +1,589.9% | +963.8% |
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 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