-11.2%
MDB vs BLDR
-42.7%
+31.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.6% | +6.0% | +1.5% |
| 7D | -1.0% | -1.1% | +0.1% | -0.9% |
| 30D | -14.0% | +19.1% | -33.1% | -14.6% |
| 3M | -20.3% | -12.6% | -7.8% | -19.3% |
| 6M | +10.9% | -18.7% | +29.6% | +12.4% |
| YTD | -20.9% | -38.8% | +17.9% | -16.6% |
| 1Y | -11.2% | -41.2% | +30.0% | -6.3% |
| All | -11.2% | -42.7% | +31.5% | -6.3% |
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