+302.5%
PSX vs BLDR
-11.9%
+314.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.6% |
| 7D | +7.8% | -3.0% | +10.8% | +8.2% |
| 30D | -10.9% | +20.1% | -31.0% | -13.4% |
| 3M | +14.5% | -17.5% | +32.0% | +16.9% |
| 6M | +56.1% | -16.1% | +72.2% | +57.1% |
| YTD | +109.6% | -41.0% | +150.6% | +123.0% |
| 1Y | +95.5% | -41.6% | +137.1% | +108.1% |
| 3Y | +156.2% | -50.8% | +207.0% | +175.0% |
| All | +302.5% | -11.9% | +314.4% | +225.7% |
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