+22.8%
MDLZ vs BLDR
-42.6%
+65.3%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.5% | +1.4% |
| 7D | +2.3% | -3.0% | +5.3% | +2.6% |
| 30D | +7.9% | +20.1% | -12.2% | +6.1% |
| 3M | +7.3% | -17.5% | +24.8% | +8.7% |
| 6M | +11.7% | -16.1% | +27.8% | +12.3% |
| YTD | +28.7% | -41.0% | +69.8% | +32.3% |
| 1Y | +22.8% | -41.6% | +64.4% | +26.0% |
| All | +22.8% | -42.6% | +65.3% | +26.0% |
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