+194.9%
UPS vs BLDR
+414.6%
-219.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -1.5% |
| 7D | -2.9% | -2.8% | 0.0% | -2.5% |
| 30D | -3.5% | -13.3% | +9.8% | -1.8% |
| 3M | -5.7% | -12.3% | +6.5% | -4.5% |
| 6M | -4.4% | -31.5% | +27.1% | -0.2% |
| YTD | +8.0% | -36.1% | +44.1% | +13.5% |
| 1Y | +29.0% | -54.1% | +83.1% | +41.3% |
| 3Y | -27.7% | -55.8% | +28.1% | -21.9% |
| 5Y | -34.3% | +20.7% | -55.1% | -38.4% |
| 10Y | +37.8% | +390.2% | -352.5% | +4.5% |
| All | +194.9% | +414.6% | -219.7% | +62.2% |
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