+364.0%
PEP vs BLDR
+414.6%
-50.6%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -0.8% |
| 7D | -1.4% | -2.8% | +1.5% | -1.2% |
| 30D | +0.2% | -13.3% | +13.5% | +1.2% |
| 3M | -1.1% | -12.3% | +11.1% | -0.5% |
| 6M | -13.5% | -31.5% | +18.0% | -11.5% |
| YTD | -1.2% | -36.1% | +34.9% | +1.4% |
| 1Y | -1.6% | -54.1% | +52.5% | +3.3% |
| 3Y | -12.5% | -55.8% | +43.2% | -9.3% |
| 5Y | +3.0% | +20.7% | -17.7% | -1.9% |
| 10Y | +73.9% | +390.2% | -316.3% | +45.6% |
| All | +364.0% | +414.6% | -50.6% | +215.5% |
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 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