+449.2%
UL vs BLDR
+414.6%
+34.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.3% |
| 7D | -1.3% | -2.8% | +1.5% | -1.1% |
| 30D | +0.5% | -13.3% | +13.8% | +1.8% |
| 3M | +17.6% | -12.3% | +29.9% | +18.7% |
| 6M | -5.4% | -31.5% | +26.1% | -2.5% |
| YTD | +0.7% | -36.1% | +36.8% | +4.3% |
| 1Y | -9.3% | -54.1% | +44.8% | -3.3% |
| 3Y | +24.5% | -55.8% | +80.3% | +30.6% |
| 5Y | +23.2% | +20.7% | +2.5% | +15.4% |
| 10Y | +64.5% | +390.2% | -325.8% | +28.4% |
| All | +449.2% | +414.6% | +34.5% | +228.3% |
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