+1,144.9%
STX vs BLDR
+16.0%
+1,128.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -4.9% | +11.4% | +7.6% |
| 7D | +10.7% | -0.3% | +11.1% | +10.7% |
| 30D | +11.3% | -16.2% | +27.5% | +15.6% |
| 3M | +3.2% | -14.4% | +17.6% | +4.9% |
| 6M | +157.0% | -32.8% | +189.8% | +178.0% |
| YTD | +229.2% | -39.2% | +268.4% | +263.4% |
| 1Y | +381.8% | -57.7% | +439.5% | +489.1% |
| 3Y | +1,383.2% | -55.3% | +1,438.4% | +1,562.0% |
| 5Y | +1,144.9% | +15.6% | +1,129.3% | +770.0% |
| All | +1,144.9% | +16.0% | +1,128.9% | +770.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling