-0.4%
PL vs BLDR
-38.1%
+37.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +9.3% | -15.6% | -6.4% |
| 7D | -11.7% | +24.4% | -36.1% | -12.6% |
| 30D | -27.1% | +24.9% | -52.1% | -27.9% |
| 3M | -44.6% | -7.8% | -36.8% | -44.0% |
| 6M | -67.2% | -5.8% | -61.4% | -66.8% |
| YTD | -35.9% | -32.5% | -3.4% | -34.3% |
| 1Y | -0.4% | -36.7% | +36.3% | +1.9% |
| All | -0.4% | -38.1% | +37.7% | +1.9% |
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