+89.6%
PR vs BLDR
-50.0%
+139.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.5% | +6.4% | +2.3% |
| 7D | -16.4% | -3.7% | -12.8% | -16.2% |
| 30D | -1.9% | +16.8% | -18.7% | -3.5% |
| 3M | +8.0% | -13.7% | +21.7% | +9.2% |
| 6M | +4.1% | -21.9% | +26.0% | +6.0% |
| YTD | +58.7% | -39.2% | +97.9% | +68.2% |
| 1Y | +75.8% | -42.6% | +118.5% | +88.6% |
| All | +89.6% | -50.0% | +139.6% | +99.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling