+804.0%
PBF vs BLDR
+16.0%
+788.0%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -4.9% | +8.1% | +4.0% |
| 7D | +2.4% | -0.3% | +2.7% | +2.4% |
| 30D | +24.9% | -16.2% | +41.1% | +28.1% |
| 3M | +81.9% | -14.4% | +96.3% | +83.4% |
| 6M | +79.4% | -32.8% | +112.2% | +88.0% |
| YTD | +188.3% | -39.2% | +227.5% | +208.6% |
| 1Y | +177.3% | -57.7% | +234.9% | +225.9% |
| 3Y | +56.0% | -55.3% | +111.3% | +74.5% |
| 5Y | +804.0% | +15.6% | +788.4% | +457.5% |
| All | +804.0% | +16.0% | +788.0% | +457.5% |
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 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