+12.9%
BLDR vs MTB
+103.4%
-90.5%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.8% |
| 7D | -2.7% | +1.1% | -3.8% | -3.3% |
| 30D | -14.7% | -4.6% | -10.1% | -12.4% |
| 3M | -20.8% | +6.3% | -27.1% | -23.5% |
| 6M | -35.3% | +15.6% | -50.9% | -40.3% |
| YTD | -40.3% | +20.6% | -60.9% | -46.3% |
| 1Y | -56.3% | +22.5% | -78.8% | -61.1% |
| 3Y | -56.1% | +114.4% | -170.5% | -70.8% |
| 5Y | +12.9% | +101.9% | -89.0% | -22.9% |
| All | +12.9% | +103.4% | -90.5% | -22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling