+553.7%
MS vs BLDR
+554.2%
-0.5%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.6% | +4.9% | +1.6% |
| 7D | +0.8% | -1.1% | +1.9% | +1.0% |
| 30D | -0.7% | +19.1% | -19.8% | -6.5% |
| 3M | -12.4% | -12.6% | +0.2% | -9.9% |
| 6M | -1.7% | -18.7% | +17.0% | +1.8% |
| YTD | +8.0% | -38.8% | +46.9% | +20.8% |
| 1Y | +16.2% | -41.2% | +57.4% | +31.1% |
| 3Y | +171.3% | -49.4% | +220.7% | +199.3% |
| 5Y | +124.8% | -6.0% | +130.7% | +86.7% |
| 10Y | +553.7% | +523.1% | +30.6% | +149.2% |
| All | +553.7% | +554.2% | -0.5% | +149.2% |
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