+365.4%
BLDR vs UUUU
+495.2%
-129.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -6.3% | +2.4% | -2.9% |
| 7D | -8.1% | -5.0% | -3.1% | -7.4% |
| 30D | -21.5% | -7.8% | -13.7% | -20.6% |
| 3M | -21.0% | -0.4% | -20.5% | -21.4% |
| 6M | -37.1% | -32.9% | -4.2% | -34.0% |
| YTD | -42.7% | -6.3% | -36.4% | -44.2% |
| 1Y | -58.0% | +7.9% | -65.9% | -61.2% |
| 3Y | -57.8% | +85.2% | -143.0% | -67.1% |
| 5Y | +10.3% | +97.0% | -86.7% | -20.2% |
| All | +365.4% | +495.2% | -129.8% | +108.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling