-8.1%
MOS vs BLDR
-42.4%
+34.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.6% |
| 7D | +5.5% | -10.3% | +15.8% | +8.1% |
| 30D | +21.0% | +19.6% | +1.4% | +16.4% |
| 3M | -0.5% | -17.0% | +16.5% | +3.4% |
| 6M | +6.6% | -16.7% | +23.3% | +9.9% |
| YTD | -2.8% | -39.4% | +36.6% | +8.0% |
| 1Y | -8.1% | -41.7% | +33.6% | +3.3% |
| All | -8.1% | -42.4% | +34.3% | +3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling