+197.2%
PNR vs BLDR
+380.2%
-183.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.5% |
| 7D | -3.9% | -2.7% | -1.2% | -3.3% |
| 30D | -13.8% | -14.7% | +0.9% | -11.0% |
| 3M | -22.5% | -20.8% | -1.7% | -19.2% |
| 6M | -37.2% | -35.3% | -1.8% | -31.8% |
| YTD | -44.2% | -40.3% | -3.9% | -38.8% |
| 1Y | -46.6% | -56.3% | +9.6% | -37.9% |
| 3Y | -12.5% | -56.1% | +43.6% | -0.2% |
| 5Y | -19.3% | +12.9% | -32.3% | -24.3% |
| 10Y | +67.5% | +386.5% | -319.0% | +14.5% |
| All | +197.2% | +380.2% | -183.0% | +64.2% |
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