+43.5%
MLM vs BLDR
+20.2%
+23.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.5% | -1.4% | +0.3% |
| 7D | -2.9% | -2.8% | -0.1% | -2.0% |
| 30D | -6.8% | -13.3% | +6.4% | -2.4% |
| 3M | -11.2% | -12.3% | +1.0% | -8.0% |
| 6M | -21.8% | -31.5% | +9.6% | -12.7% |
| YTD | -17.0% | -36.1% | +19.1% | -5.6% |
| 1Y | -16.4% | -54.1% | +37.7% | +5.5% |
| 3Y | +14.5% | -55.8% | +70.2% | +36.8% |
| All | +43.5% | +20.2% | +23.3% | +4.0% |
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