+1,149.3%
PSX vs BLDR
+1,538.1%
-388.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.6% | +5.2% | +2.3% |
| 7D | +6.4% | -8.2% | +14.6% | +8.1% |
| 30D | -10.2% | +16.3% | -26.5% | -13.3% |
| 3M | +17.2% | -17.0% | +34.1% | +20.2% |
| 6M | +51.8% | -17.4% | +69.2% | +53.6% |
| YTD | +108.0% | -41.6% | +149.6% | +123.0% |
| 1Y | +96.1% | -43.5% | +139.6% | +111.4% |
| 3Y | +155.9% | -51.6% | +207.5% | +176.4% |
| 5Y | +306.9% | -11.6% | +318.5% | +271.1% |
| 10Y | +364.5% | +480.9% | -116.3% | +184.9% |
| All | +1,149.3% | +1,538.1% | -388.9% | +557.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling