+8.6%
MCD vs BLDR
-50.7%
+59.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | -1.6% | -3.0% | +1.3% | -1.4% |
| 30D | +14.1% | +20.1% | -6.0% | +12.7% |
| 3M | +0.6% | -17.5% | +18.1% | +1.6% |
| 6M | 0.0% | -16.1% | +16.1% | +0.7% |
| YTD | -9.3% | -41.0% | +31.8% | -7.1% |
| 1Y | -9.3% | -41.6% | +32.3% | -7.2% |
| 3Y | +8.6% | -50.8% | +59.4% | +11.7% |
| All | +8.6% | -50.7% | +59.3% | +11.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling