+891.7%
UNH vs BLDR
+389.5%
+502.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.9% | +5.8% | +1.5% |
| 7D | +1.1% | -0.3% | +1.5% | +1.2% |
| 30D | -1.5% | -16.2% | +14.7% | +0.5% |
| 3M | -0.8% | -14.4% | +13.6% | +0.4% |
| 6M | +41.8% | -32.8% | +74.6% | +47.4% |
| YTD | +23.1% | -39.2% | +62.2% | +29.1% |
| 1Y | +28.5% | -57.7% | +86.2% | +40.7% |
| 3Y | -11.8% | -55.3% | +43.5% | -6.7% |
| 5Y | +5.3% | +15.6% | -10.3% | -3.9% |
| 10Y | +247.4% | +359.8% | -112.4% | +152.1% |
| All | +891.7% | +389.5% | +502.2% | +368.6% |
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 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