+209.1%
PH vs BLDR
-2.4%
+211.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.5% | -1.3% | +2.6% |
| 7D | +3.0% | -2.7% | +5.8% | +3.4% |
| 30D | -0.6% | +24.8% | -25.4% | -8.2% |
| 3M | -10.7% | -11.7% | +0.9% | -8.5% |
| 6M | +9.1% | -14.8% | +23.8% | +11.7% |
| YTD | +9.5% | -35.9% | +45.4% | +21.6% |
| 1Y | +14.0% | -39.7% | +53.7% | +28.8% |
| 3Y | +138.9% | -45.6% | +184.4% | +161.5% |
| 5Y | +209.1% | -2.5% | +211.7% | +143.6% |
| All | +209.1% | -2.4% | +211.6% | +143.6% |
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