+601.0%
MPC vs BLDR
-11.9%
+612.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.3% |
| 7D | +11.2% | -3.0% | +14.2% | +11.6% |
| 30D | -14.5% | +20.1% | -34.6% | -16.8% |
| 3M | +16.7% | -17.5% | +34.2% | +18.9% |
| 6M | +67.6% | -16.1% | +83.7% | +68.5% |
| YTD | +157.9% | -41.0% | +198.9% | +173.7% |
| 1Y | +116.7% | -41.6% | +158.3% | +129.9% |
| 3Y | +199.8% | -50.8% | +250.6% | +219.6% |
| All | +601.0% | -11.9% | +612.9% | +461.1% |
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