-2.1%
MA vs BLDR
-58.1%
+56.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.9% | +3.4% | -1.0% |
| 7D | -1.8% | -0.3% | -1.4% | -1.7% |
| 30D | +1.4% | -16.2% | +17.6% | +2.9% |
| 3M | +17.7% | -14.4% | +32.2% | +18.9% |
| 6M | +9.7% | -32.8% | +42.5% | +13.4% |
| YTD | +0.5% | -39.2% | +39.7% | +4.2% |
| 1Y | -2.1% | -57.7% | +55.6% | +5.3% |
| All | -2.1% | -58.1% | +56.0% | +5.3% |
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