-6.4%
BLDR vs URA
+33.4%
-39.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.4% | -8.9% | -5.8% |
| 7D | -3.7% | -4.1% | +0.5% | -2.6% |
| 30D | +16.8% | -19.0% | +35.8% | +23.7% |
| 3M | -13.7% | -25.1% | +11.4% | -6.7% |
| 6M | -21.9% | -44.5% | +22.6% | -8.1% |
| YTD | -39.2% | -24.3% | -14.9% | -35.8% |
| 1Y | -42.6% | -28.1% | -14.5% | -38.7% |
| 3Y | -50.2% | +40.7% | -90.9% | -61.3% |
| All | -6.4% | +33.4% | -39.8% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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