+3,153.8%
PH vs BLDR
+414.6%
+2,739.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.5% | -2.7% | -0.7% |
| 7D | -3.1% | -2.8% | -0.2% | -2.5% |
| 30D | -3.2% | -13.3% | +10.0% | -0.6% |
| 3M | +10.6% | -12.3% | +22.8% | +12.7% |
| 6M | -2.1% | -31.5% | +29.3% | +4.7% |
| YTD | +10.2% | -36.1% | +46.2% | +19.0% |
| 1Y | +28.2% | -54.1% | +82.3% | +47.7% |
| 3Y | +134.9% | -55.8% | +190.7% | +165.9% |
| 5Y | +253.6% | +20.7% | +232.9% | +222.0% |
| 10Y | +804.7% | +390.2% | +414.5% | +509.5% |
| All | +3,153.8% | +414.6% | +2,739.2% | +1,510.0% |
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