+5.8%
MDLZ vs BLDR
-50.4%
+56.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.5% | +3.3% | -0.9% |
| 7D | +1.7% | -3.7% | +5.3% | +1.9% |
| 30D | +11.2% | +16.8% | -5.6% | +10.0% |
| 3M | +6.1% | -13.7% | +19.9% | +6.8% |
| 6M | +8.6% | -21.9% | +30.4% | +9.6% |
| YTD | +25.8% | -39.2% | +65.1% | +28.5% |
| 1Y | +21.7% | -42.6% | +64.3% | +24.5% |
| 3Y | +5.8% | -50.2% | +56.0% | +9.8% |
| All | +5.8% | -50.4% | +56.2% | +9.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling