+37.0%
PRU vs BLDR
-8.6%
+45.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.5% | +1.9% | -1.7% |
| 7D | +2.4% | -3.7% | +6.0% | +3.2% |
| 30D | +6.1% | +16.8% | -10.7% | +2.5% |
| 3M | -0.7% | -13.7% | +13.0% | +1.7% |
| 6M | +22.1% | -21.9% | +43.9% | +26.5% |
| YTD | +9.8% | -39.2% | +49.0% | +19.1% |
| 1Y | +19.4% | -42.6% | +62.0% | +31.0% |
| 3Y | +50.4% | -50.2% | +100.6% | +61.8% |
| All | +37.0% | -8.6% | +45.6% | +9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling