-28.4%
STZ vs BLDR
-3.6%
-24.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.8% | +5.1% | +0.3% |
| 7D | +11.8% | +3.9% | +7.9% | +11.1% |
| 30D | +26.0% | +16.5% | +9.5% | +22.7% |
| 3M | +11.5% | -13.7% | +25.2% | +13.6% |
| 6M | -2.0% | -12.2% | +10.2% | -1.0% |
| YTD | +7.9% | -36.3% | +44.2% | +14.1% |
| 1Y | +13.9% | -41.3% | +55.2% | +21.8% |
| 3Y | -35.8% | -48.3% | +12.5% | -32.0% |
| 5Y | -28.4% | -2.6% | -25.8% | -33.5% |
| All | -28.4% | -3.6% | -24.8% | -33.5% |
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 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