+722.3%
PNC vs BLDR
+389.5%
+332.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.9% | +3.8% | 0.0% |
| 7D | +2.3% | -0.3% | +2.6% | +2.3% |
| 30D | -3.8% | -16.2% | +12.4% | -0.2% |
| 3M | +7.8% | -14.4% | +22.2% | +10.5% |
| 6M | +19.7% | -32.8% | +52.5% | +28.9% |
| YTD | +19.1% | -39.2% | +58.3% | +30.4% |
| 1Y | +23.1% | -57.7% | +80.8% | +45.7% |
| 3Y | +132.1% | -55.3% | +187.4% | +162.4% |
| 5Y | +52.2% | +15.6% | +36.6% | +34.4% |
| 10Y | +271.4% | +359.8% | -88.4% | +125.3% |
| All | +722.3% | +389.5% | +332.8% | +160.5% |
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 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