+45.9%
UPS vs BLDR
+479.0%
-433.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.6% |
| 7D | +3.8% | -3.0% | +6.8% | +4.4% |
| 30D | +17.4% | +20.1% | -2.8% | +12.4% |
| 3M | +8.2% | -17.5% | +25.7% | +12.1% |
| 6M | +17.9% | -16.1% | +34.0% | +20.7% |
| YTD | +18.7% | -41.0% | +59.7% | +30.2% |
| 1Y | +24.8% | -41.6% | +66.4% | +37.0% |
| 3Y | -4.5% | -50.8% | +46.3% | +5.0% |
| 5Y | -33.2% | -10.8% | -22.4% | -37.6% |
| All | +45.9% | +479.0% | -433.1% | -9.5% |
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