+1,049.8%
MDB vs BLDR
+283.6%
+766.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.5% | -6.6% | -5.0% |
| 7D | -17.4% | -2.8% | -14.6% | -16.7% |
| 30D | -2.0% | -13.3% | +11.2% | +2.7% |
| 3M | -3.0% | -12.3% | +9.2% | -0.3% |
| 6M | +48.7% | -31.5% | +80.1% | +64.7% |
| YTD | -12.1% | -36.1% | +23.9% | -1.2% |
| 1Y | +14.5% | -54.1% | +68.6% | +44.1% |
| 3Y | -6.1% | -55.8% | +49.6% | +13.4% |
| 5Y | -27.3% | +20.7% | -48.1% | -37.6% |
| All | +1,049.8% | +283.6% | +766.2% | +623.1% |
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