-86.1%
SPXU vs BLDR
+7.7%
-93.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.9% | +5.8% | -0.5% |
| 7D | +6.4% | -8.1% | +14.5% | +1.4% |
| 30D | +5.9% | -21.5% | +27.4% | -7.5% |
| 3M | -11.7% | -21.0% | +9.3% | -21.2% |
| 6M | -28.7% | -37.1% | +8.4% | -43.2% |
| YTD | -26.4% | -42.7% | +16.3% | -43.8% |
| 1Y | -35.2% | -58.0% | +22.7% | -59.0% |
| 3Y | -79.8% | -57.8% | -22.0% | -84.0% |
| 5Y | -86.1% | +10.3% | -96.3% | -62.4% |
| All | -86.1% | +7.7% | -93.8% | -62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling