+21.5%
MLM vs BLDR
-48.1%
+69.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -5.8% | +0.6% | -3.4% |
| 7D | -1.2% | +3.9% | -5.1% | -2.4% |
| 30D | +7.9% | +16.5% | -8.6% | +2.8% |
| 3M | -4.5% | -13.7% | +9.2% | -1.0% |
| 6M | -12.6% | -12.2% | -0.5% | -10.6% |
| YTD | -14.9% | -36.3% | +21.5% | -5.5% |
| 1Y | -13.1% | -41.3% | +28.2% | -1.7% |
| All | +21.5% | -48.1% | +69.6% | +36.8% |
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