+578.8%
MS vs BLDR
+602.6%
-23.7%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.5% | -2.4% | +1.5% |
| 7D | +0.7% | -2.7% | +3.5% | +1.5% |
| 30D | -0.9% | +24.8% | -25.8% | -8.0% |
| 3M | -13.0% | -11.7% | -1.3% | -10.7% |
| 6M | -2.0% | -14.8% | +12.8% | +0.2% |
| YTD | +7.8% | -35.9% | +43.7% | +18.9% |
| 1Y | +17.9% | -39.7% | +57.6% | +32.0% |
| 3Y | +174.8% | -45.6% | +220.4% | +196.4% |
| 5Y | +119.9% | -2.5% | +122.4% | +80.8% |
| 10Y | +578.8% | +597.4% | -18.5% | +144.5% |
| All | +578.8% | +602.6% | -23.7% | +144.5% |
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