+106.1%
MMM vs BLDR
-52.5%
+158.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.5% | -2.4% | -0.5% |
| 7D | -3.3% | -2.8% | -0.5% | -2.6% |
| 30D | -7.0% | -13.3% | +6.3% | -3.8% |
| 3M | +10.8% | -12.3% | +23.1% | +13.4% |
| 6M | +5.8% | -31.5% | +37.2% | +15.3% |
| YTD | +6.8% | -36.1% | +42.8% | +18.0% |
| 1Y | +10.4% | -54.1% | +64.5% | +33.2% |
| All | +106.1% | -52.5% | +158.6% | +135.6% |
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