-6.8%
PEG vs BLDR
-52.1%
+45.2%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.7% | -0.3% |
| 7D | +0.7% | -2.8% | +3.5% | +0.8% |
| 30D | -2.4% | -13.3% | +10.8% | -1.7% |
| 3M | -4.8% | -12.3% | +7.5% | -4.2% |
| 6M | -10.7% | -31.5% | +20.8% | -9.3% |
| YTD | -6.7% | -36.1% | +29.4% | -4.9% |
| 1Y | -6.8% | -54.1% | +47.2% | -4.5% |
| All | -6.8% | -52.1% | +45.2% | -4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling