+46.3%
PPL vs BLDR
-7.0%
+53.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | 0.0% | -0.9% |
| 7D | -1.0% | -10.3% | +9.4% | -0.1% |
| 30D | +3.0% | +19.6% | -16.5% | +1.4% |
| 3M | +1.1% | -17.0% | +18.1% | +2.3% |
| 6M | -0.8% | -16.7% | +16.0% | +0.2% |
| YTD | +3.5% | -39.4% | +42.9% | +6.5% |
| 1Y | -0.9% | -41.7% | +40.8% | +2.3% |
| 3Y | +54.2% | -49.9% | +104.1% | +56.3% |
| 5Y | +46.3% | -7.6% | +53.9% | +27.9% |
| All | +46.3% | -7.0% | +53.3% | +27.9% |
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