+378.1%
PSX vs BLDR
+383.3%
-5.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.0% | -0.2% |
| 7D | +1.7% | -8.2% | +10.0% | +3.8% |
| 30D | +15.6% | -16.6% | +32.3% | +20.5% |
| 3M | +46.5% | -23.2% | +69.6% | +53.7% |
| 6M | +55.0% | -33.7% | +88.7% | +66.5% |
| YTD | +105.3% | -41.3% | +146.6% | +126.4% |
| 1Y | +101.6% | -58.8% | +160.4% | +144.1% |
| 3Y | +134.1% | -57.5% | +191.6% | +167.4% |
| 5Y | +368.7% | +12.9% | +355.8% | +270.1% |
| All | +378.1% | +383.3% | -5.2% | +131.2% |
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