-14.3%
UNH vs BLDR
-58.1%
+43.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.9% | +2.7% | -1.1% |
| 7D | -3.2% | -8.1% | +5.0% | -2.9% |
| 30D | -3.5% | -21.5% | +18.0% | -2.8% |
| 3M | -4.2% | -21.0% | +16.8% | -3.7% |
| 6M | +38.3% | -37.1% | +75.4% | +40.2% |
| YTD | +19.2% | -42.7% | +61.9% | +21.2% |
| 1Y | +15.0% | -58.0% | +72.9% | +17.6% |
| All | -14.3% | -58.1% | +43.8% | -8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling