+1,666.0%
MCD vs BLDR
+389.2%
+1,276.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.5% | +4.0% | -0.1% |
| 7D | +7.1% | -3.7% | +10.8% | +7.5% |
| 30D | +19.8% | +16.8% | +3.0% | +18.0% |
| 3M | +0.8% | -13.7% | +14.6% | +1.9% |
| 6M | -1.3% | -21.9% | +20.5% | +0.3% |
| YTD | -7.8% | -39.2% | +31.5% | -4.5% |
| 1Y | -5.0% | -42.6% | +37.7% | -1.2% |
| 3Y | +10.5% | -50.2% | +60.8% | +14.3% |
| 5Y | +22.0% | -7.0% | +29.0% | +17.1% |
| 10Y | +216.7% | +584.2% | -367.6% | +149.1% |
| All | +1,666.0% | +389.2% | +1,276.7% | +1,196.1% |
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