+147.8%
PR vs BLDR
+450.4%
-302.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -5.8% | +0.9% | -3.0% |
| 7D | -16.5% | +3.9% | -20.4% | -18.0% |
| 30D | -4.5% | +16.5% | -21.0% | -10.3% |
| 3M | +8.5% | -13.7% | +22.2% | +11.6% |
| 6M | -3.3% | -12.2% | +8.8% | -4.1% |
| YTD | +55.7% | -36.3% | +92.0% | +69.6% |
| 1Y | +82.0% | -41.3% | +123.3% | +103.3% |
| 3Y | +62.5% | -48.3% | +110.8% | +76.4% |
| 5Y | +223.9% | -2.6% | +226.5% | +147.8% |
| 10Y | +64.2% | +616.6% | -552.4% | -23.5% |
| All | +147.8% | +450.4% | -302.6% | +15.6% |
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