+402.9%
MDLZ vs BLDR
+414.6%
-11.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -0.5% |
| 7D | -1.7% | -2.8% | +1.1% | -1.5% |
| 30D | -2.1% | -13.3% | +11.2% | -1.0% |
| 3M | +1.3% | -12.3% | +13.6% | +2.1% |
| 6M | +6.2% | -31.5% | +37.7% | +9.0% |
| YTD | +15.8% | -36.1% | +51.8% | +19.3% |
| 1Y | +4.1% | -54.1% | +58.2% | +10.0% |
| 3Y | -4.1% | -55.8% | +51.7% | -0.1% |
| 5Y | +13.4% | +20.7% | -7.4% | +7.0% |
| 10Y | +75.7% | +390.2% | -314.5% | +42.8% |
| All | +402.9% | +414.6% | -11.7% | +222.4% |
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