+27.6%
MCK vs BLDR
-38.1%
+65.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +9.3% | -2.3% | +6.8% |
| 7D | +11.3% | +24.4% | -13.0% | +11.3% |
| 30D | +16.8% | +24.9% | -8.1% | +16.7% |
| 3M | +28.9% | -7.8% | +36.7% | +27.6% |
| 6M | +32.7% | -5.8% | +38.4% | +31.5% |
| YTD | +30.8% | -32.5% | +63.2% | +26.3% |
| 1Y | +27.6% | -36.7% | +64.3% | +23.5% |
| All | +27.6% | -38.1% | +65.6% | +23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling