+2,759.2%
UNP vs BLDR
+387.6%
+2,371.6%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.6% |
| 7D | -2.1% | -10.3% | +8.2% | -0.5% |
| 30D | +7.3% | +19.6% | -12.3% | +4.1% |
| 3M | +3.6% | -17.0% | +20.6% | +6.1% |
| 6M | +15.8% | -16.7% | +32.6% | +17.8% |
| YTD | +32.6% | -39.4% | +72.0% | +40.8% |
| 1Y | +37.2% | -41.7% | +78.9% | +46.4% |
| 3Y | +52.6% | -49.9% | +102.5% | +62.6% |
| 5Y | +40.6% | -7.6% | +48.2% | +32.9% |
| 10Y | +288.4% | +502.3% | -213.9% | +165.1% |
| All | +2,759.2% | +387.6% | +2,371.6% | +1,457.3% |
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