+42.8%
PCG vs BLDR
+10.9%
+31.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.4% | -4.0% | -2.0% |
| 7D | -3.5% | -8.2% | +4.7% | -2.4% |
| 30D | -20.6% | -16.6% | -4.0% | -18.6% |
| 3M | -17.6% | -23.2% | +5.6% | -14.8% |
| 6M | -23.5% | -33.7% | +10.3% | -19.5% |
| YTD | -13.6% | -41.3% | +27.7% | -7.8% |
| 1Y | -11.3% | -58.8% | +47.5% | -0.2% |
| 3Y | -16.9% | -57.5% | +40.5% | -10.7% |
| All | +42.8% | +10.9% | +31.9% | +15.6% |
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