+1,128.5%
PCAR vs BLDR
+414.6%
+713.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.4% | -0.4% |
| 7D | -0.5% | -2.8% | +2.3% | +0.1% |
| 30D | -6.2% | -13.3% | +7.0% | -3.6% |
| 3M | +5.9% | -12.3% | +18.2% | +8.0% |
| 6M | +0.4% | -31.5% | +31.9% | +7.4% |
| YTD | +14.8% | -36.1% | +50.9% | +24.1% |
| 1Y | +30.1% | -54.1% | +84.2% | +50.0% |
| 3Y | +66.7% | -55.8% | +122.4% | +88.3% |
| 5Y | +166.1% | +20.7% | +145.4% | +138.4% |
| 10Y | +353.7% | +390.2% | -36.6% | +182.9% |
| All | +1,128.5% | +414.6% | +713.8% | +417.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling