+67.6%
MSI vs BLDR
-56.4%
+124.0%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.5% |
| 7D | -4.0% | -2.7% | -1.3% | -3.8% |
| 30D | -0.5% | -14.7% | +14.3% | +0.5% |
| 3M | +11.4% | -20.8% | +32.2% | +12.7% |
| 6M | +1.0% | -35.3% | +36.3% | +3.2% |
| YTD | +20.7% | -40.3% | +61.0% | +23.4% |
| 1Y | -2.7% | -56.3% | +53.6% | +1.3% |
| All | +67.6% | -56.4% | +124.0% | +71.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling