+20.6%
UL vs BLDR
+13.4%
+7.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.9% | +0.2% | -1.5% |
| 7D | -3.2% | -2.7% | -0.5% | -3.0% |
| 30D | -0.6% | -14.7% | +14.1% | +0.9% |
| 3M | +9.4% | -20.8% | +30.3% | +11.6% |
| 6M | -4.1% | -35.3% | +31.2% | -0.6% |
| YTD | -2.0% | -40.3% | +38.4% | +2.2% |
| 1Y | -9.0% | -56.3% | +47.3% | -2.6% |
| 3Y | +21.8% | -56.1% | +77.9% | +27.1% |
| 5Y | +20.6% | +12.9% | +7.7% | +9.5% |
| All | +20.6% | +13.4% | +7.2% | +9.5% |
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