+27.5%
MSI vs BLDR
-38.1%
+65.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +9.3% | -8.0% | +0.5% |
| 7D | +2.8% | +24.4% | -21.6% | +1.0% |
| 30D | +9.1% | +24.9% | -15.8% | +7.1% |
| 3M | +12.5% | -7.8% | +20.3% | +12.5% |
| 6M | +14.2% | -5.8% | +20.0% | +13.9% |
| YTD | +30.7% | -32.5% | +63.2% | +29.3% |
| 1Y | +27.5% | -36.7% | +64.2% | +26.8% |
| All | +27.5% | -38.1% | +65.6% | +26.8% |
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