+4.8%
ULTA vs BLDR
-57.4%
+62.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.4% | -0.3% | +1.6% |
| 7D | -3.1% | -8.2% | +5.2% | -1.5% |
| 30D | +2.8% | -16.6% | +19.4% | +6.2% |
| 3M | +14.8% | -23.2% | +37.9% | +19.6% |
| 6M | -16.2% | -33.7% | +17.5% | -10.6% |
| YTD | -9.6% | -41.3% | +31.7% | -2.4% |
| 1Y | +4.8% | -58.8% | +63.6% | +20.7% |
| All | +4.8% | -57.4% | +62.2% | +20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling