+43.9%
ULTA vs BLDR
+8.3%
+35.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.9% | +2.8% | -0.1% |
| 7D | -3.9% | -8.1% | +4.3% | -1.6% |
| 30D | -1.1% | -21.5% | +20.4% | +5.5% |
| 3M | +13.8% | -21.0% | +34.8% | +20.0% |
| 6M | -17.2% | -37.1% | +19.8% | -7.6% |
| YTD | -11.5% | -42.7% | +31.2% | +0.7% |
| 1Y | +3.9% | -58.0% | +61.9% | +28.9% |
| 3Y | +29.5% | -57.8% | +87.3% | +49.4% |
| All | +43.9% | +8.3% | +35.6% | +3.6% |
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