+76.2%
UBER vs BLDR
+13.4%
+62.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -0.9% | -2.2% |
| 7D | -7.0% | -2.7% | -4.3% | -6.2% |
| 30D | -8.9% | -14.7% | +5.8% | -4.0% |
| 3M | +1.0% | -20.8% | +21.8% | +7.9% |
| 6M | -3.7% | -35.3% | +31.6% | +9.4% |
| YTD | -13.0% | -40.3% | +27.3% | 0.0% |
| 1Y | -25.5% | -56.3% | +30.8% | -4.5% |
| 3Y | +50.5% | -56.1% | +106.6% | +74.2% |
| 5Y | +76.2% | +12.9% | +63.2% | +10.5% |
| All | +76.2% | +13.4% | +62.8% | +10.5% |
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