-54.1%
BLDR vs MTB
+23.4%
-77.5%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.6% |
| 7D | -2.8% | +1.7% | -4.6% | -4.2% |
| 30D | -13.3% | -4.2% | -9.1% | -10.3% |
| 3M | -12.3% | +8.9% | -21.1% | -17.9% |
| 6M | -31.5% | +10.9% | -42.3% | -37.2% |
| YTD | -36.1% | +21.5% | -57.5% | -45.4% |
| 1Y | -54.1% | +21.9% | -76.0% | -67.1% |
| All | -54.1% | +23.4% | -77.5% | -67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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