+67.9%
PPL vs BLDR
+479.0%
-411.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.2% |
| 7D | -0.4% | -3.0% | +2.6% | 0.0% |
| 30D | +2.6% | +20.1% | -17.5% | -0.3% |
| 3M | +0.8% | -17.5% | +18.3% | +3.0% |
| 6M | +1.4% | -16.1% | +17.5% | +2.8% |
| YTD | +4.3% | -41.0% | +45.3% | +10.2% |
| 1Y | +0.8% | -41.6% | +42.3% | +6.4% |
| 3Y | +57.9% | -50.8% | +108.7% | +64.5% |
| 5Y | +48.3% | -10.8% | +59.1% | +33.6% |
| All | +67.9% | +479.0% | -411.1% | +12.5% |
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