-26.8%
UPS vs BLDR
-56.4%
+29.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -0.8% |
| 7D | -3.7% | -2.7% | -1.0% | -3.1% |
| 30D | -3.7% | -14.7% | +11.0% | -0.5% |
| 3M | -6.6% | -20.8% | +14.3% | -2.4% |
| 6M | +2.6% | -35.3% | +37.9% | +11.4% |
| YTD | +4.8% | -40.3% | +45.1% | +15.4% |
| 1Y | +25.3% | -56.3% | +81.6% | +47.4% |
| All | -26.8% | -56.4% | +29.6% | -16.7% |
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