+1,737.4%
ULTA vs BLDR
+648.6%
+1,088.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -1.0% |
| 7D | -1.8% | -2.7% | +0.9% | -1.2% |
| 30D | -1.2% | -14.7% | +13.5% | +1.8% |
| 3M | +13.4% | -20.8% | +34.2% | +18.1% |
| 6M | -15.6% | -35.3% | +19.7% | -8.9% |
| YTD | -10.4% | -40.3% | +29.9% | -2.1% |
| 1Y | +5.5% | -56.3% | +61.7% | +22.4% |
| 3Y | +31.0% | -56.1% | +87.1% | +47.0% |
| 5Y | +41.8% | +12.9% | +28.9% | +28.9% |
| 10Y | +127.0% | +386.5% | -259.5% | +48.4% |
| All | +1,737.4% | +648.6% | +1,088.8% | +524.8% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling