+48.6%
MAS vs BLDR
+2.3%
+46.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +9.3% | -3.6% | +1.3% |
| 7D | +14.2% | +24.4% | -10.2% | +2.6% |
| 30D | +26.8% | +24.9% | +1.9% | +13.5% |
| 3M | +13.1% | -7.8% | +20.9% | +16.5% |
| 6M | +27.9% | -5.8% | +33.7% | +29.7% |
| YTD | +38.7% | -32.5% | +71.1% | +62.4% |
| 1Y | +40.4% | -36.7% | +77.1% | +68.8% |
| 3Y | +66.1% | -45.2% | +111.3% | +99.7% |
| All | +48.6% | +2.3% | +46.3% | +25.3% |
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 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