+277.6%
UNP vs BLDR
+383.3%
-105.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -1.0% |
| 7D | -1.8% | -8.2% | +6.4% | +0.1% |
| 30D | -2.7% | -16.6% | +13.9% | +1.2% |
| 3M | +6.5% | -23.2% | +29.7% | +12.0% |
| 6M | +14.4% | -33.7% | +48.1% | +23.6% |
| YTD | +24.8% | -41.3% | +66.1% | +38.1% |
| 1Y | +34.4% | -58.8% | +93.2% | +60.9% |
| 3Y | +43.6% | -57.5% | +101.0% | +62.7% |
| 5Y | +53.2% | +12.9% | +40.3% | +28.2% |
| All | +277.6% | +383.3% | -105.7% | +96.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling