-34.4%
MOS vs BLDR
-11.9%
-22.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.5% |
| 7D | -2.0% | -3.0% | +1.0% | -1.3% |
| 30D | +15.3% | +20.1% | -4.8% | +10.4% |
| 3M | +1.5% | -17.5% | +19.0% | +5.4% |
| 6M | -2.0% | -16.1% | +14.1% | +0.6% |
| YTD | -6.5% | -41.0% | +34.5% | +3.2% |
| 1Y | -11.1% | -41.6% | +30.5% | -1.7% |
| 3Y | -30.3% | -50.8% | +20.6% | -24.2% |
| All | -34.4% | -11.9% | -22.5% | -48.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling