+293.1%
OMC vs BLDR
+374.7%
-81.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.2% |
| 7D | +1.9% | -3.0% | +4.8% | +2.3% |
| 30D | +12.2% | +20.1% | -7.9% | +8.9% |
| 3M | +0.6% | -17.5% | +18.1% | +3.2% |
| 6M | +21.0% | -16.1% | +37.1% | +23.2% |
| YTD | +12.4% | -41.0% | +53.4% | +19.8% |
| 1Y | +25.4% | -41.6% | +67.0% | +33.7% |
| 3Y | +29.2% | -50.8% | +80.0% | +38.7% |
| 5Y | +52.6% | -10.8% | +63.4% | +46.9% |
| 10Y | +53.6% | +486.3% | -432.6% | +8.1% |
| All | +293.1% | +374.7% | -81.6% | +103.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling