+430.1%
MMM vs BLDR
+389.2%
+40.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.5% | +3.1% | -0.8% |
| 7D | +6.2% | -3.7% | +9.9% | +6.8% |
| 30D | +14.2% | +16.8% | -2.6% | +11.7% |
| 3M | +2.9% | -13.7% | +16.7% | +4.6% |
| 6M | +27.6% | -21.9% | +49.4% | +30.9% |
| YTD | +17.3% | -39.2% | +56.5% | +24.0% |
| 1Y | +15.1% | -42.6% | +57.7% | +22.5% |
| 3Y | +157.1% | -50.2% | +207.3% | +174.9% |
| 5Y | +45.1% | -7.0% | +52.1% | +40.9% |
| 10Y | +83.9% | +584.2% | -500.4% | +35.4% |
| All | +430.1% | +389.2% | +40.9% | +213.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling