+64.8%
PR vs BLDR
+602.6%
-537.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.5% | -6.5% | -2.9% |
| 7D | -12.4% | -2.7% | -9.7% | -12.1% |
| 30D | -6.6% | +24.8% | -31.4% | -14.5% |
| 3M | +7.5% | -11.7% | +19.2% | +9.7% |
| 6M | +10.8% | -14.8% | +25.6% | +11.3% |
| YTD | +57.0% | -35.9% | +92.9% | +70.8% |
| 1Y | +67.9% | -39.7% | +107.6% | +86.2% |
| 3Y | +87.6% | -45.6% | +133.2% | +99.0% |
| 5Y | +220.4% | -2.5% | +222.9% | +139.7% |
| 10Y | +64.8% | +597.4% | -532.5% | -19.0% |
| All | +64.8% | +602.6% | -537.7% | -19.0% |
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