+195.2%
MCD vs BLDR
+473.7%
-278.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.6% | +3.1% | +0.1% |
| 7D | -1.6% | -8.2% | +6.6% | -0.3% |
| 30D | +16.0% | +16.3% | -0.2% | +13.1% |
| 3M | 0.0% | -17.0% | +16.9% | +2.4% |
| 6M | +0.9% | -17.4% | +18.3% | +2.8% |
| YTD | -8.7% | -41.6% | +32.9% | -2.6% |
| 1Y | -8.6% | -43.5% | +34.9% | -2.1% |
| 3Y | +9.9% | -51.6% | +61.5% | +15.7% |
| 5Y | +22.6% | -11.6% | +34.2% | +10.1% |
| All | +195.2% | +473.7% | -278.4% | +78.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling