+67.6%
UBER vs BLDR
+262.5%
-194.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.5% |
| 7D | +1.6% | -3.0% | +4.6% | +2.7% |
| 30D | +0.6% | +20.1% | -19.5% | -6.9% |
| 3M | -8.2% | -17.5% | +9.4% | -2.5% |
| 6M | -6.7% | -16.1% | +9.4% | -3.3% |
| YTD | -14.7% | -41.0% | +26.3% | -1.1% |
| 1Y | -24.1% | -41.6% | +17.5% | -12.1% |
| 3Y | +33.4% | -50.8% | +84.2% | +50.7% |
| 5Y | +54.5% | -10.8% | +65.2% | +25.4% |
| All | +67.6% | +262.5% | -194.8% | -42.1% |
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