+17.1%
MS vs BLDR
-42.4%
+59.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.6% | +1.7% |
| 7D | -1.7% | -10.3% | +8.6% | -0.4% |
| 30D | +0.9% | +19.6% | -18.6% | -1.2% |
| 3M | -10.8% | -17.0% | +6.2% | -8.7% |
| 6M | +0.9% | -16.7% | +17.7% | +2.2% |
| YTD | +9.8% | -39.4% | +49.2% | +16.8% |
| 1Y | +17.1% | -41.7% | +58.8% | +25.0% |
| All | +17.1% | -42.4% | +59.5% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling