+570.0%
MOH vs BLDR
+380.2%
+189.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.9% |
| 7D | -4.2% | -2.7% | -1.5% | -3.9% |
| 30D | -2.4% | -14.7% | +12.3% | -0.4% |
| 3M | -4.4% | -20.8% | +16.4% | -2.0% |
| 6M | +32.9% | -35.3% | +68.3% | +39.5% |
| YTD | +11.9% | -40.3% | +52.2% | +18.0% |
| 1Y | +6.9% | -56.3% | +63.2% | +17.5% |
| 3Y | -39.4% | -56.1% | +16.7% | -35.2% |
| 5Y | -25.0% | +12.9% | -37.9% | -31.2% |
| 10Y | +244.9% | +386.5% | -141.6% | +144.6% |
| All | +570.0% | +380.2% | +189.8% | +250.9% |
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 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