+48.1%
PAAS vs BLDR
-11.9%
+60.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.8% |
| 7D | -8.9% | -3.0% | -5.9% | -8.3% |
| 30D | -11.4% | +20.1% | -31.5% | -14.8% |
| 3M | -20.4% | -17.5% | -2.9% | -17.8% |
| 6M | -40.7% | -16.1% | -24.6% | -39.4% |
| YTD | -26.9% | -41.0% | +14.1% | -20.6% |
| 1Y | -3.1% | -41.6% | +38.5% | +5.4% |
| 3Y | +199.3% | -50.8% | +250.1% | +219.8% |
| All | +48.1% | -11.9% | +60.0% | +29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling