+89.6%
PEP vs BLDR
+554.2%
-464.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.6% | +5.8% | +1.7% |
| 7D | +4.6% | -1.1% | +5.7% | +4.7% |
| 30D | +14.0% | +19.1% | -5.1% | +11.6% |
| 3M | +5.4% | -12.6% | +18.0% | +6.5% |
| 6M | -5.1% | -18.7% | +13.6% | -3.8% |
| YTD | +3.1% | -38.8% | +41.9% | +7.4% |
| 1Y | +4.8% | -41.2% | +46.0% | +9.5% |
| 3Y | -4.1% | -49.4% | +45.3% | -0.8% |
| 5Y | +3.0% | -6.0% | +8.9% | -4.2% |
| 10Y | +89.6% | +523.1% | -433.5% | +41.8% |
| All | +89.6% | +554.2% | -464.6% | +41.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling