+322.2%
BLDR vs UUUU
-92.0%
+414.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.8% |
| 7D | -2.7% | +1.8% | -4.5% | -2.9% |
| 30D | -14.7% | +1.8% | -16.5% | -15.0% |
| 3M | -20.8% | +1.3% | -22.1% | -21.3% |
| 6M | -35.3% | -26.8% | -8.6% | -33.8% |
| YTD | -40.3% | +0.1% | -40.4% | -41.7% |
| 1Y | -56.3% | +11.2% | -67.5% | -58.6% |
| 3Y | -56.1% | +97.7% | -153.8% | -62.7% |
| 5Y | +12.9% | +127.3% | -114.4% | -8.8% |
| 10Y | +386.5% | +532.6% | -146.2% | +219.1% |
| All | +322.2% | -92.0% | +414.1% | +165.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling