-79.4%
SPXU vs BLDR
-58.1%
-21.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.9% | +5.8% | +0.1% |
| 7D | +6.4% | -8.1% | +14.5% | +2.7% |
| 30D | +5.9% | -21.5% | +27.4% | -4.2% |
| 3M | -11.7% | -21.0% | +9.3% | -18.6% |
| 6M | -28.7% | -37.1% | +8.4% | -39.4% |
| YTD | -26.4% | -42.7% | +16.3% | -39.2% |
| 1Y | -35.2% | -58.0% | +22.7% | -53.4% |
| All | -79.4% | -58.1% | -21.4% | -81.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling