+847.5%
MSCI vs BLDR
+479.0%
+368.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.1% |
| 7D | +3.0% | -3.0% | +6.0% | +3.6% |
| 30D | +17.8% | +20.1% | -2.3% | +12.5% |
| 3M | +15.2% | -17.5% | +32.7% | +19.5% |
| 6M | +16.5% | -16.1% | +32.6% | +18.9% |
| YTD | +16.4% | -41.0% | +57.4% | +27.2% |
| 1Y | +16.8% | -41.6% | +58.4% | +27.6% |
| 3Y | +35.8% | -50.8% | +86.6% | +46.0% |
| 5Y | +7.0% | -10.8% | +17.7% | -5.6% |
| All | +847.5% | +479.0% | +368.5% | +411.4% |
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