+523.1%
BLDR vs PTC
+315.4%
+207.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.3% | -5.0% | -4.8% |
| 7D | -1.1% | +1.3% | -2.4% | -1.6% |
| 30D | +19.1% | +1.1% | +18.0% | +18.5% |
| 3M | -12.6% | +30.1% | -42.7% | -25.9% |
| 6M | -18.7% | +34.0% | -52.7% | -33.6% |
| YTD | -38.8% | +12.8% | -51.7% | -45.7% |
| 1Y | -41.2% | +10.7% | -52.0% | -47.2% |
| 3Y | -49.4% | +29.6% | -79.0% | -59.4% |
| 5Y | -6.0% | +63.5% | -69.5% | -34.8% |
| 10Y | +523.1% | +316.7% | +206.4% | +125.9% |
| All | +523.1% | +315.4% | +207.7% | +125.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling