+21.1%
PL vs BLDR
-8.6%
+29.8%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -4.5% | +14.9% | +11.9% |
| 7D | -6.8% | -3.7% | -3.2% | -6.3% |
| 30D | -29.3% | +16.8% | -46.1% | -34.3% |
| 3M | -44.8% | -13.7% | -31.0% | -42.8% |
| 6M | -68.4% | -21.9% | -46.5% | -66.5% |
| YTD | -36.4% | -39.2% | +2.9% | -27.4% |
| 1Y | +0.7% | -42.6% | +43.4% | +17.1% |
| 3Y | +455.3% | -50.2% | +505.5% | +552.0% |
| All | +21.1% | -8.6% | +29.8% | -11.0% |
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 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