+2,806.0%
MSCI vs BLDR
+982.1%
+1,823.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.9% |
| 7D | -1.9% | -10.3% | +8.4% | -0.2% |
| 30D | +16.5% | +19.6% | -3.1% | +12.8% |
| 3M | +18.2% | -17.0% | +35.2% | +21.3% |
| 6M | +14.0% | -16.7% | +30.7% | +16.0% |
| YTD | +16.6% | -39.4% | +56.0% | +23.8% |
| 1Y | +14.8% | -41.7% | +56.5% | +22.5% |
| 3Y | +33.3% | -49.9% | +83.1% | +41.3% |
| 5Y | +9.1% | -7.6% | +16.6% | +3.0% |
| 10Y | +820.4% | +502.3% | +318.0% | +514.3% |
| All | +2,806.0% | +982.1% | +1,823.9% | +1,236.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling