+3,188.7%
PH vs BLDR
+387.6%
+2,801.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.0% |
| 7D | +6.9% | -10.3% | +17.2% | +9.2% |
| 30D | +1.7% | +19.6% | -17.9% | -2.8% |
| 3M | -8.1% | -17.0% | +8.8% | -5.5% |
| 6M | +11.5% | -16.7% | +28.2% | +13.7% |
| YTD | +11.4% | -39.4% | +50.8% | +20.6% |
| 1Y | +14.1% | -41.7% | +55.8% | +24.3% |
| 3Y | +138.2% | -49.9% | +188.1% | +161.5% |
| 5Y | +216.0% | -7.6% | +223.6% | +200.5% |
| 10Y | +710.0% | +502.3% | +207.6% | +425.9% |
| All | +3,188.7% | +387.6% | +2,801.0% | +1,531.1% |
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