+13,824.2%
MA vs BLDR
+285.3%
+13,538.8%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -1.5% |
| 7D | -2.7% | -2.8% | +0.1% | -2.3% |
| 30D | +1.5% | -13.3% | +14.8% | +3.7% |
| 3M | +20.4% | -12.3% | +32.7% | +22.1% |
| 6M | +11.1% | -31.5% | +42.6% | +16.9% |
| YTD | +2.0% | -36.1% | +38.0% | +8.0% |
| 1Y | -2.2% | -54.1% | +51.9% | +9.1% |
| 3Y | +41.9% | -55.8% | +97.7% | +54.0% |
| 5Y | +75.4% | +20.7% | +54.6% | +57.7% |
| 10Y | +527.5% | +390.2% | +137.3% | +326.1% |
| All | +13,824.2% | +285.3% | +13,538.8% | +6,993.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling