+6.6%
PL vs BLDR
-42.7%
+49.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.6% | +3.9% | -0.5% |
| 7D | +5.6% | -1.1% | +6.7% | +5.8% |
| 30D | -16.9% | +19.1% | -36.0% | -17.8% |
| 3M | -38.2% | -12.6% | -25.7% | -37.7% |
| 6M | -63.4% | -18.7% | -44.8% | -63.0% |
| YTD | -27.6% | -38.8% | +11.2% | -25.9% |
| 1Y | +6.6% | -41.2% | +47.8% | +9.4% |
| All | +6.6% | -42.7% | +49.3% | +9.4% |
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