+26.5%
MLM vs BLDR
-11.9%
+38.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -1.0% |
| 7D | -0.9% | -3.0% | +2.1% | +0.1% |
| 30D | +9.0% | +20.1% | -11.1% | +2.0% |
| 3M | -5.6% | -17.5% | +11.9% | -0.1% |
| 6M | -10.7% | -16.1% | +5.4% | -6.8% |
| YTD | -17.2% | -41.0% | +23.9% | -4.0% |
| 1Y | -14.2% | -41.6% | +27.4% | -0.6% |
| 3Y | +15.6% | -50.8% | +66.4% | +31.7% |
| All | +26.5% | -11.9% | +38.4% | +3.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling