-50.2%
BLDR vs PTC
+32.2%
-82.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.8% | -4.6% |
| 7D | -3.7% | -0.2% | -3.4% | -3.6% |
| 30D | +16.8% | +0.8% | +16.0% | +16.6% |
| 3M | -13.7% | +32.1% | -45.9% | -20.9% |
| 6M | -21.9% | +42.6% | -64.5% | -31.3% |
| YTD | -39.2% | +12.0% | -51.2% | -39.5% |
| 1Y | -42.6% | +12.2% | -54.8% | -43.0% |
| 3Y | -50.2% | +31.2% | -81.4% | -63.8% |
| All | -50.2% | +32.2% | -82.4% | -63.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling