+181.2%
MLM vs BLDR
+568.9%
-387.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.5% | +2.7% | -0.2% |
| 7D | -4.1% | -3.7% | -0.5% | -3.0% |
| 30D | +8.2% | +16.8% | -8.6% | +1.9% |
| 3M | -3.6% | -13.7% | +10.2% | +0.7% |
| 6M | -15.6% | -21.9% | +6.3% | -9.5% |
| YTD | -16.4% | -39.2% | +22.8% | -3.3% |
| 1Y | -14.3% | -42.6% | +28.3% | +0.8% |
| 3Y | +19.3% | -50.2% | +69.5% | +38.4% |
| 5Y | +29.6% | -7.0% | +36.6% | +13.2% |
| All | +181.2% | +568.9% | -387.6% | +11.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling