+2,641.0%
UNP vs BLDR
+414.6%
+2,226.4%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | -0.2% |
| 7D | -5.3% | -2.8% | -2.5% | -4.9% |
| 30D | -1.5% | -13.3% | +11.7% | +0.5% |
| 3M | +10.3% | -12.3% | +22.5% | +11.8% |
| 6M | +9.7% | -31.5% | +41.1% | +15.1% |
| YTD | +27.1% | -36.1% | +63.2% | +34.4% |
| 1Y | +32.6% | -54.1% | +86.7% | +47.0% |
| 3Y | +40.0% | -55.8% | +95.8% | +52.2% |
| 5Y | +50.8% | +20.7% | +30.1% | +37.3% |
| 10Y | +278.6% | +390.2% | -111.6% | +165.8% |
| All | +2,641.0% | +414.6% | +2,226.4% | +1,386.4% |
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