+5,778.3%
MU vs BLDR
+359.8%
+5,418.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.9% | +3.3% | +0.2% |
| 7D | +7.2% | -0.3% | +7.5% | +7.3% |
| 30D | +14.0% | -16.2% | +30.2% | +21.1% |
| 3M | +5.4% | -14.4% | +19.8% | +10.2% |
| 6M | +170.3% | -32.8% | +203.1% | +206.5% |
| YTD | +250.7% | -39.2% | +289.8% | +306.9% |
| 1Y | +662.1% | -57.7% | +719.8% | +906.7% |
| 3Y | +1,341.2% | -55.3% | +1,396.5% | +1,657.8% |
| 5Y | +1,319.3% | +15.6% | +1,303.7% | +1,048.8% |
| 10Y | +5,778.3% | +359.8% | +5,418.5% | +2,538.3% |
| All | +5,778.3% | +359.8% | +5,418.5% | +2,538.3% |
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