+27.0%
MMM vs BLDR
+16.0%
+11.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.9% | +4.3% | +0.6% |
| 7D | -1.6% | -0.3% | -1.3% | -1.6% |
| 30D | -8.0% | -16.2% | +8.2% | -4.2% |
| 3M | +9.4% | -14.4% | +23.8% | +12.5% |
| 6M | +10.2% | -32.8% | +43.0% | +20.0% |
| YTD | +6.1% | -39.2% | +45.3% | +17.9% |
| 1Y | +10.8% | -57.7% | +68.5% | +34.4% |
| 3Y | +104.8% | -55.3% | +160.0% | +135.5% |
| 5Y | +27.0% | +15.6% | +11.4% | +9.0% |
| All | +27.0% | +16.0% | +11.0% | +9.0% |
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