+1,319.3%
MU vs BLDR
+16.0%
+1,303.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +21.0% |
| 3M | +5.4% | -14.4% | +19.8% | +10.3% |
| 6M | +170.3% | -32.8% | +203.1% | +207.1% |
| YTD | +250.7% | -39.2% | +289.8% | +307.0% |
| 1Y | +662.1% | -57.7% | +719.8% | +913.6% |
| 3Y | +1,341.2% | -55.3% | +1,396.5% | +1,638.2% |
| 5Y | +1,319.3% | +15.6% | +1,303.7% | +942.8% |
| All | +1,319.3% | +16.0% | +1,303.4% | +942.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling