-18.3%
MSFU vs BLDR
-57.2%
+38.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.9% | +2.6% | -2.1% |
| 7D | -3.2% | -0.3% | -2.8% | -3.1% |
| 30D | -3.1% | -16.2% | +13.1% | -2.7% |
| 3M | +35.3% | -14.4% | +49.7% | +35.0% |
| 6M | +31.6% | -32.8% | +64.4% | +31.3% |
| YTD | -9.5% | -39.2% | +29.7% | -9.7% |
| All | -18.3% | -57.2% | +38.9% | -17.9% |
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