+633.5%
MSCI vs BLDR
+383.4%
+250.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -0.9% |
| 7D | +0.4% | -2.8% | +3.2% | +1.0% |
| 30D | +0.6% | -13.3% | +13.8% | +3.6% |
| 3M | -7.1% | -12.3% | +5.2% | -5.4% |
| 6M | +0.8% | -31.5% | +32.3% | +8.0% |
| YTD | +1.0% | -36.1% | +37.0% | +8.9% |
| 1Y | +4.3% | -54.1% | +58.4% | +21.3% |
| 3Y | +9.9% | -55.8% | +65.7% | +22.2% |
| 5Y | -6.8% | +20.7% | -27.5% | -22.8% |
| All | +633.5% | +383.4% | +250.1% | +318.3% |
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