-38.1%
PCG vs BLDR
+414.6%
-452.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.5% | -0.1% | +2.2% |
| 7D | -13.9% | -2.8% | -11.0% | -13.6% |
| 30D | -16.9% | -13.3% | -3.6% | -15.7% |
| 3M | -14.7% | -12.3% | -2.5% | -13.9% |
| 6M | -23.8% | -31.5% | +7.6% | -21.3% |
| YTD | -10.5% | -36.1% | +25.6% | -7.1% |
| 1Y | -5.1% | -54.1% | +49.0% | +1.8% |
| 3Y | -11.6% | -55.8% | +44.2% | -6.6% |
| 5Y | +59.0% | +20.7% | +38.3% | +49.0% |
| 10Y | -75.7% | +390.2% | -466.0% | -80.5% |
| All | -38.1% | +414.6% | -452.7% | -58.6% |
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 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