+49.6%
PFE vs BLDR
+602.6%
-553.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.5% | -6.0% | -1.1% |
| 7D | -4.7% | -2.7% | -2.0% | -4.5% |
| 30D | +3.4% | +24.8% | -21.5% | +1.0% |
| 3M | +9.2% | -11.7% | +20.9% | +10.2% |
| 6M | +15.8% | -14.8% | +30.6% | +16.8% |
| YTD | +23.4% | -35.9% | +59.3% | +27.6% |
| 1Y | +25.8% | -39.7% | +65.5% | +30.7% |
| 3Y | +17.8% | -45.6% | +63.4% | +22.0% |
| 5Y | -20.2% | -2.5% | -17.7% | -23.6% |
| 10Y | +49.6% | +597.4% | -547.8% | +11.9% |
| All | +49.6% | +602.6% | -553.0% | +11.9% |
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