+35.6%
PEG vs BLDR
+13.4%
+22.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -1.2% |
| 7D | -0.1% | -2.7% | +2.6% | +0.1% |
| 30D | -1.7% | -14.7% | +13.0% | -0.5% |
| 3M | -6.8% | -20.8% | +14.0% | -5.2% |
| 6M | -11.4% | -35.3% | +24.0% | -8.4% |
| YTD | -7.2% | -40.3% | +33.1% | -3.7% |
| 1Y | -6.1% | -56.3% | +50.2% | +0.1% |
| 3Y | +31.8% | -56.1% | +87.9% | +36.8% |
| 5Y | +35.6% | +12.9% | +22.7% | +23.4% |
| All | +35.6% | +13.4% | +22.2% | +23.4% |
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