+134.6%
PRU vs BLDR
+357.1%
-222.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -0.9% |
| 7D | -1.9% | -2.7% | +0.8% | -1.0% |
| 30D | -2.6% | -14.7% | +12.1% | +2.1% |
| 3M | +14.7% | -20.8% | +35.5% | +21.4% |
| 6M | +25.7% | -35.3% | +61.0% | +40.9% |
| YTD | +8.3% | -40.3% | +48.6% | +23.3% |
| 1Y | +17.3% | -56.3% | +73.6% | +47.5% |
| 3Y | +43.2% | -56.1% | +99.3% | +67.2% |
| 5Y | +43.5% | +12.9% | +30.6% | +7.4% |
| 10Y | +134.6% | +386.5% | -251.9% | -12.5% |
| All | +134.6% | +357.1% | -222.6% | -12.5% |
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