+605.8%
MSCI vs BLDR
+359.8%
+246.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.9% | +1.1% | -2.7% |
| 7D | -2.1% | -0.3% | -1.7% | -2.0% |
| 30D | -1.7% | -16.2% | +14.5% | +2.1% |
| 3M | -8.2% | -14.4% | +6.2% | -6.1% |
| 6M | -2.4% | -32.8% | +30.4% | +5.0% |
| YTD | -2.8% | -39.2% | +36.4% | +6.0% |
| 1Y | -2.7% | -57.7% | +55.0% | +15.4% |
| 3Y | +7.3% | -55.3% | +62.6% | +18.8% |
| 5Y | -11.4% | +15.6% | -27.0% | -25.9% |
| 10Y | +605.8% | +359.8% | +246.0% | +307.2% |
| All | +605.8% | +359.8% | +246.0% | +307.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling