-21.5%
PFE vs BLDR
-8.6%
-12.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.5% | +2.9% | -1.2% |
| 7D | -3.7% | -3.7% | -0.1% | -3.4% |
| 30D | +5.0% | +16.8% | -11.8% | +3.3% |
| 3M | +12.2% | -13.7% | +25.9% | +13.5% |
| 6M | +14.6% | -21.9% | +36.4% | +16.6% |
| YTD | +24.1% | -39.2% | +63.3% | +29.2% |
| 1Y | +26.6% | -42.6% | +69.2% | +32.4% |
| 3Y | +14.3% | -50.2% | +64.5% | +20.3% |
| All | -21.5% | -8.6% | -12.8% | -15.8% |
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 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