+261.9%
MOH vs BLDR
+383.3%
-121.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.4% | -0.4% | +1.6% |
| 7D | +1.7% | -8.2% | +9.9% | +3.1% |
| 30D | -0.9% | -16.6% | +15.7% | +1.8% |
| 3M | +5.7% | -23.2% | +28.9% | +9.4% |
| 6M | +39.1% | -33.7% | +72.9% | +46.6% |
| YTD | +17.7% | -41.3% | +59.0% | +25.6% |
| 1Y | +8.4% | -58.8% | +67.2% | +22.6% |
| 3Y | -36.6% | -57.5% | +20.9% | -31.1% |
| 5Y | -19.1% | +12.9% | -32.0% | -29.8% |
| All | +261.9% | +383.3% | -121.4% | +128.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling