+54.7%
MMM vs BLDR
+357.1%
-302.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.4% |
| 7D | -2.6% | -2.7% | +0.1% | -2.0% |
| 30D | -9.3% | -14.7% | +5.4% | -6.1% |
| 3M | +5.6% | -20.8% | +26.4% | +10.5% |
| 6M | +9.5% | -35.3% | +44.8% | +19.5% |
| YTD | +4.1% | -40.3% | +44.5% | +15.3% |
| 1Y | +9.4% | -56.3% | +65.7% | +29.7% |
| 3Y | +101.0% | -56.1% | +157.1% | +130.3% |
| 5Y | +26.1% | +12.9% | +13.2% | +12.9% |
| 10Y | +54.7% | +386.5% | -331.7% | -6.1% |
| All | +54.7% | +357.1% | -302.4% | -6.1% |
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 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