+181.5%
PFE vs BLDR
+392.3%
-210.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.6% | +5.1% | +0.9% |
| 7D | -0.7% | -1.1% | +0.4% | -0.7% |
| 30D | +5.3% | +19.1% | -13.7% | +3.5% |
| 3M | +10.1% | -12.6% | +22.7% | +11.1% |
| 6M | +18.0% | -18.7% | +36.7% | +19.4% |
| YTD | +25.8% | -38.8% | +64.6% | +30.1% |
| 1Y | +28.4% | -41.2% | +69.7% | +33.2% |
| 3Y | +20.9% | -49.4% | +70.3% | +25.4% |
| 5Y | -21.5% | -6.0% | -15.6% | -24.4% |
| 10Y | +46.2% | +523.1% | -476.9% | +13.3% |
| All | +181.5% | +392.3% | -210.8% | +72.0% |
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