+18.5%
MLM vs BLDR
-55.3%
+73.9%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.5% | -1.4% | +0.4% |
| 7D | -2.9% | -2.8% | -0.1% | -2.1% |
| 30D | -6.8% | -13.3% | +6.4% | -2.9% |
| 3M | -11.2% | -12.3% | +1.0% | -8.4% |
| 6M | -21.8% | -31.5% | +9.6% | -13.8% |
| YTD | -17.0% | -36.1% | +19.1% | -7.1% |
| 1Y | -16.4% | -54.1% | +37.7% | +2.3% |
| All | +18.5% | -55.3% | +73.9% | +28.3% |
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