+4.6%
OMC vs BLDR
-57.4%
+62.0%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -2.9% | -0.8% |
| 7D | -4.4% | -8.2% | +3.9% | -3.4% |
| 30D | -7.6% | -16.6% | +9.0% | -5.6% |
| 3M | +4.5% | -23.2% | +27.7% | +7.0% |
| 6M | -0.3% | -33.7% | +33.5% | +3.3% |
| YTD | -0.1% | -41.3% | +41.2% | +3.8% |
| 1Y | +4.6% | -58.8% | +63.4% | +11.3% |
| All | +4.6% | -57.4% | +62.0% | +11.3% |
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 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