+3.7%
PEP vs BLDR
-38.1%
+41.8%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +9.3% | -5.5% | +2.8% |
| 7D | +7.4% | +24.4% | -17.0% | +5.3% |
| 30D | +13.3% | +24.9% | -11.6% | +11.1% |
| 3M | +3.5% | -7.8% | +11.3% | +3.5% |
| 6M | -5.9% | -5.8% | -0.1% | -6.5% |
| YTD | +2.3% | -32.5% | +34.7% | +5.0% |
| 1Y | +3.7% | -36.7% | +40.4% | +7.0% |
| All | +3.7% | -38.1% | +41.8% | +7.0% |
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