+1,532.9%
MCD vs BLDR
+414.6%
+1,118.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.5% | -4.0% | -1.7% |
| 7D | -2.8% | -2.8% | 0.0% | -2.6% |
| 30D | -6.0% | -13.3% | +7.3% | -4.9% |
| 3M | -5.6% | -12.3% | +6.7% | -4.8% |
| 6M | -21.9% | -31.5% | +9.6% | -19.7% |
| YTD | -14.7% | -36.1% | +21.4% | -12.0% |
| 1Y | -17.3% | -54.1% | +36.8% | -12.2% |
| 3Y | -2.2% | -55.8% | +53.6% | +2.3% |
| 5Y | +20.3% | +20.7% | -0.4% | +12.9% |
| 10Y | +180.7% | +390.2% | -209.5% | +125.8% |
| All | +1,532.9% | +414.6% | +1,118.3% | +1,094.7% |
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 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