+365.6%
PSX vs BLDR
+15.6%
+350.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.9% | +6.5% | +2.3% |
| 7D | +2.8% | -0.3% | +3.2% | +2.8% |
| 30D | +27.8% | -16.2% | +44.0% | +30.8% |
| 3M | +42.0% | -14.4% | +56.4% | +43.6% |
| 6M | +58.1% | -32.8% | +90.9% | +65.7% |
| YTD | +105.0% | -39.2% | +144.2% | +118.3% |
| 1Y | +104.9% | -57.7% | +162.6% | +134.6% |
| 3Y | +134.1% | -55.3% | +189.3% | +156.3% |
| All | +365.6% | +15.6% | +350.0% | +270.5% |
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 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