-99.5%
SPXU vs BLDR
+383.3%
-482.9%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.4% | -4.8% | -0.9% |
| 7D | +2.5% | -8.2% | +10.7% | -2.7% |
| 30D | +4.2% | -16.6% | +20.8% | -6.4% |
| 3M | -9.3% | -23.2% | +13.9% | -21.3% |
| 6M | -30.7% | -33.7% | +3.0% | -43.7% |
| YTD | -28.1% | -41.3% | +13.2% | -45.2% |
| 1Y | -35.2% | -58.8% | +23.6% | -60.3% |
| 3Y | -79.9% | -57.5% | -22.5% | -84.7% |
| 5Y | -86.4% | +12.9% | -99.3% | -72.6% |
| All | -99.5% | +383.3% | -482.9% | -95.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling