-40.2%
MDB vs BLDR
-6.1%
-34.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.6% | +6.0% | +3.4% |
| 7D | -1.0% | -1.1% | +0.1% | -1.0% |
| 30D | -14.0% | +19.1% | -33.1% | -22.2% |
| 3M | -20.3% | -12.6% | -7.8% | -17.3% |
| 6M | +10.9% | -18.7% | +29.6% | +15.2% |
| YTD | -20.9% | -38.8% | +17.9% | -7.7% |
| 1Y | -11.2% | -41.2% | +30.0% | +5.0% |
| 3Y | -11.9% | -49.4% | +37.5% | -5.1% |
| 5Y | -40.2% | -6.0% | -34.2% | -66.0% |
| All | -40.2% | -6.1% | -34.1% | -66.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling