-6.3%
UPS vs BLDR
-51.2%
+44.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.6% | +1.7% | -1.0% |
| 7D | -0.6% | -8.2% | +7.6% | +1.3% |
| 30D | +16.4% | +16.3% | +0.2% | +12.2% |
| 3M | +7.9% | -17.0% | +24.9% | +11.8% |
| 6M | +15.8% | -17.4% | +33.2% | +19.0% |
| YTD | +16.6% | -41.6% | +58.1% | +28.7% |
| 1Y | +22.3% | -43.5% | +65.8% | +35.9% |
| All | -6.3% | -51.2% | +44.9% | +4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling