+1,484.1%
MO vs BLDR
+389.5%
+1,094.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.9% | +3.8% | -0.7% |
| 7D | -2.0% | -0.3% | -1.7% | -2.0% |
| 30D | -0.3% | -16.2% | +16.0% | +0.8% |
| 3M | -2.9% | -14.4% | +11.5% | -2.2% |
| 6M | +5.8% | -32.8% | +38.6% | +7.9% |
| YTD | +22.0% | -39.2% | +61.2% | +25.1% |
| 1Y | +10.7% | -57.7% | +68.4% | +16.0% |
| 3Y | +94.4% | -55.3% | +149.6% | +100.0% |
| 5Y | +97.2% | +15.6% | +81.6% | +87.6% |
| 10Y | +103.0% | +359.8% | -256.8% | +72.5% |
| All | +1,484.1% | +389.5% | +1,094.6% | +1,095.7% |
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