+7.5%
MDB vs BLDR
-57.2%
+64.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.9% | +1.4% | -3.1% |
| 7D | -18.0% | -0.3% | -17.7% | -18.0% |
| 30D | -10.7% | -16.2% | +5.5% | -9.6% |
| 3M | +1.0% | -14.4% | +15.4% | +1.5% |
| 6M | +31.6% | -32.8% | +64.4% | +36.0% |
| YTD | -15.2% | -39.2% | +24.0% | -11.4% |
| All | +7.5% | -57.2% | +64.7% | +21.0% |
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