+1,112.1%
PSX vs BLDR
+1,692.6%
-580.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | -0.3% |
| 7D | +4.5% | -2.8% | +7.4% | +5.0% |
| 30D | +26.6% | -13.3% | +39.9% | +29.7% |
| 3M | +39.3% | -12.3% | +51.5% | +40.9% |
| 6M | +56.8% | -31.5% | +88.3% | +65.0% |
| YTD | +101.8% | -36.1% | +137.9% | +114.5% |
| 1Y | +99.6% | -54.1% | +153.7% | +126.3% |
| 3Y | +140.3% | -55.8% | +196.1% | +166.0% |
| 5Y | +339.3% | +20.7% | +318.6% | +278.4% |
| 10Y | +369.9% | +390.2% | -20.4% | +194.0% |
| All | +1,112.1% | +1,692.6% | -580.5% | +532.7% |
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 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