+215.1%
PPL vs BLDR
+414.6%
-199.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -0.2% |
| 7D | +2.7% | -2.8% | +5.5% | +2.9% |
| 30D | +0.5% | -13.3% | +13.7% | +1.6% |
| 3M | +0.7% | -12.3% | +12.9% | +1.5% |
| 6M | -7.6% | -31.5% | +23.9% | -5.1% |
| YTD | +1.8% | -36.1% | +37.9% | +5.0% |
| 1Y | -0.8% | -54.1% | +53.3% | +5.0% |
| 3Y | +56.9% | -55.8% | +112.6% | +63.6% |
| 5Y | +39.5% | +20.7% | +18.8% | +31.1% |
| 10Y | +55.4% | +390.2% | -334.8% | +25.6% |
| All | +215.1% | +414.6% | -199.5% | +105.2% |
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