+103.1%
MOS vs BLDR
+412.4%
-309.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.8% | +9.0% | +4.5% |
| 7D | +22.5% | +3.9% | +18.6% | +21.6% |
| 30D | +6.6% | +16.5% | -9.9% | +3.1% |
| 3M | -3.8% | -13.7% | +9.9% | -1.4% |
| 6M | -2.2% | -12.2% | +9.9% | -0.8% |
| YTD | -4.8% | -36.3% | +31.6% | +2.6% |
| 1Y | -11.7% | -41.3% | +29.6% | -3.4% |
| 3Y | -26.5% | -48.3% | +21.8% | -20.4% |
| 5Y | -32.2% | -2.6% | -29.6% | -37.6% |
| 10Y | +10.2% | +616.6% | -606.5% | -33.4% |
| All | +103.1% | +412.4% | -309.3% | -18.0% |
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