+14.4%
PH vs BLDR
-42.6%
+57.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | -0.2% |
| 7D | +4.3% | -3.0% | +7.3% | +4.8% |
| 30D | +0.1% | +20.1% | -20.0% | -4.4% |
| 3M | -9.4% | -17.5% | +8.1% | -5.8% |
| 6M | +8.8% | -16.1% | +24.8% | +11.3% |
| YTD | +9.6% | -41.0% | +50.7% | +20.3% |
| 1Y | +14.4% | -41.6% | +56.0% | +25.5% |
| All | +14.4% | -42.6% | +57.0% | +25.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling