+168.9%
PFE vs BLDR
+414.6%
-245.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.8% | -1.5% |
| 7D | +1.8% | -2.8% | +4.6% | +2.0% |
| 30D | +10.2% | -13.3% | +23.5% | +11.5% |
| 3M | +12.7% | -12.3% | +24.9% | +13.5% |
| 6M | +10.5% | -31.5% | +42.0% | +13.6% |
| YTD | +20.2% | -36.1% | +56.2% | +24.1% |
| 1Y | +24.1% | -54.1% | +78.1% | +31.8% |
| 3Y | -3.6% | -55.8% | +52.2% | +1.2% |
| 5Y | -20.9% | +20.7% | -41.6% | -25.4% |
| 10Y | +35.8% | +390.2% | -354.4% | +7.6% |
| All | +168.9% | +414.6% | -245.8% | +64.0% |
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 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