-39.0%
U vs BLDR
+102.7%
-141.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -2.2% |
| 7D | -3.8% | -2.8% | -1.0% | -2.5% |
| 30D | +17.5% | -13.3% | +30.7% | +24.9% |
| 3M | +38.7% | -12.3% | +51.0% | +43.6% |
| 6M | +104.4% | -31.5% | +135.9% | +137.0% |
| YTD | -5.7% | -36.1% | +30.4% | +12.1% |
| 1Y | +3.7% | -54.1% | +57.8% | +46.2% |
| 3Y | +12.3% | -55.8% | +68.1% | +46.2% |
| 5Y | -68.8% | +20.7% | -89.6% | -77.7% |
| All | -39.0% | +102.7% | -141.7% | -61.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling