+101.6%
PSX vs BLDR
-57.4%
+159.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.0% | +0.6% |
| 7D | +1.7% | -8.2% | +10.0% | +0.8% |
| 30D | +15.6% | -16.6% | +32.3% | +13.5% |
| 3M | +46.5% | -23.2% | +69.6% | +43.2% |
| 6M | +55.0% | -33.7% | +88.7% | +53.6% |
| YTD | +105.3% | -41.3% | +146.6% | +106.7% |
| 1Y | +101.6% | -58.8% | +160.4% | +97.2% |
| All | +101.6% | -57.4% | +159.0% | +97.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling