+15.6%
BLDR vs PTC
+1.8%
+13.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -5.5% | +0.6% | -2.3% |
| 7D | -0.3% | -12.8% | +12.5% | +6.2% |
| 30D | -16.2% | -9.8% | -6.4% | -12.3% |
| 3M | -14.4% | -2.1% | -12.3% | -15.4% |
| 6M | -32.8% | -18.1% | -14.7% | -27.0% |
| YTD | -39.2% | -23.5% | -15.7% | -31.8% |
| 1Y | -57.7% | -37.4% | -20.3% | -46.5% |
| 3Y | -55.3% | -7.2% | -48.0% | -56.7% |
| 5Y | +15.6% | +2.7% | +12.9% | -3.7% |
| All | +15.6% | +1.8% | +13.8% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PTC 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling