+2,282.5%
MCK vs BLDR
+361.3%
+1,921.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.9% | +2.7% | -0.9% |
| 7D | -4.4% | -8.1% | +3.7% | -3.7% |
| 30D | -2.2% | -21.5% | +19.3% | -0.2% |
| 3M | +11.6% | -21.0% | +32.5% | +13.4% |
| 6M | -4.9% | -37.1% | +32.1% | -1.7% |
| YTD | +7.7% | -42.7% | +50.4% | +12.0% |
| 1Y | +25.2% | -58.0% | +83.2% | +33.6% |
| 3Y | +112.1% | -57.8% | +170.0% | +121.2% |
| 5Y | +345.8% | +10.3% | +335.6% | +314.9% |
| 10Y | +439.7% | +367.3% | +72.5% | +323.4% |
| All | +2,282.5% | +361.3% | +1,921.2% | +1,434.2% |
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