+45.5%
MMM vs BLDR
-7.5%
+53.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.5% | +3.1% | -0.3% |
| 7D | +6.2% | -3.7% | +9.9% | +7.2% |
| 30D | +14.2% | +16.8% | -2.6% | +9.6% |
| 3M | +2.9% | -13.7% | +16.7% | +6.1% |
| 6M | +27.6% | -21.9% | +49.4% | +33.6% |
| YTD | +17.3% | -39.2% | +56.5% | +30.0% |
| 1Y | +15.1% | -42.6% | +57.7% | +29.1% |
| 3Y | +157.1% | -50.2% | +207.3% | +188.0% |
| All | +45.5% | -7.5% | +53.0% | +33.1% |
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