+1,762.4%
ULTA vs BLDR
+663.2%
+1,099.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.9% | +2.2% | -1.6% |
| 7D | +0.7% | -0.3% | +1.0% | +0.7% |
| 30D | -2.8% | -16.2% | +13.4% | +0.6% |
| 3M | +18.7% | -14.4% | +33.1% | +21.6% |
| 6M | -15.0% | -32.8% | +17.8% | -9.0% |
| YTD | -9.2% | -39.2% | +30.0% | -1.2% |
| 1Y | +5.7% | -57.7% | +63.3% | +23.4% |
| 3Y | +32.8% | -55.3% | +88.0% | +48.5% |
| 5Y | +46.0% | +15.6% | +30.3% | +32.0% |
| 10Y | +125.5% | +359.8% | -234.3% | +48.6% |
| All | +1,762.4% | +663.2% | +1,099.3% | +530.8% |
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 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