+82.2%
UBER vs BLDR
+293.0%
-210.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -1.2% |
| 7D | -3.9% | -2.8% | -1.0% | -2.9% |
| 30D | +11.1% | -13.3% | +24.4% | +16.8% |
| 3M | +4.9% | -12.3% | +17.2% | +8.5% |
| 6M | -1.2% | -31.5% | +30.3% | +11.3% |
| YTD | -7.3% | -36.1% | +28.8% | +5.5% |
| 1Y | -17.6% | -54.1% | +36.4% | +5.7% |
| 3Y | +61.1% | -55.8% | +116.8% | +93.0% |
| 5Y | +87.9% | +20.7% | +67.2% | +35.7% |
| All | +82.2% | +293.0% | -210.8% | -38.3% |
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