-6.3%
MOS vs BLDR
+479.0%
-485.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.4% |
| 7D | -2.0% | -3.0% | +1.0% | -1.1% |
| 30D | +15.3% | +20.1% | -4.8% | +8.0% |
| 3M | +1.5% | -17.5% | +19.0% | +7.1% |
| 6M | -2.0% | -16.1% | +14.1% | +1.5% |
| YTD | -6.5% | -41.0% | +34.5% | +7.5% |
| 1Y | -11.1% | -41.6% | +30.5% | +2.4% |
| 3Y | -30.3% | -50.8% | +20.6% | -21.5% |
| 5Y | -33.5% | -10.8% | -22.8% | -45.4% |
| All | -6.3% | +479.0% | -485.3% | -64.9% |
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