+14.2%
STZ vs BLDR
-43.8%
+58.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.5% | +2.7% | -0.9% |
| 7D | +4.9% | -3.7% | +8.6% | +5.6% |
| 30D | +20.9% | +16.8% | +4.1% | +17.3% |
| 3M | +8.0% | -13.7% | +21.7% | +10.5% |
| 6M | -5.3% | -21.9% | +16.6% | -1.8% |
| YTD | +5.9% | -39.2% | +45.1% | +16.2% |
| 1Y | +14.2% | -42.6% | +56.9% | +26.5% |
| All | +14.2% | -43.8% | +58.1% | +26.5% |
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