+272.7%
PNC vs BLDR
+383.3%
-110.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | -0.2% |
| 7D | -0.6% | -8.2% | +7.7% | +1.9% |
| 30D | -4.4% | -16.6% | +12.2% | +0.5% |
| 3M | +5.2% | -23.2% | +28.4% | +12.1% |
| 6M | +20.6% | -33.7% | +54.4% | +33.2% |
| YTD | +19.8% | -41.3% | +61.1% | +36.1% |
| 1Y | +24.4% | -58.8% | +83.2% | +56.7% |
| 3Y | +131.2% | -57.5% | +188.7% | +172.6% |
| 5Y | +53.1% | +12.9% | +40.2% | +23.3% |
| All | +272.7% | +383.3% | -110.6% | +64.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling