+218.3%
UPS vs BLDR
+370.3%
-152.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.6% | +1.7% | -1.4% |
| 7D | -0.6% | -8.2% | +7.6% | +0.5% |
| 30D | +16.4% | +16.3% | +0.2% | +13.9% |
| 3M | +7.9% | -17.0% | +24.9% | +10.2% |
| 6M | +15.8% | -17.4% | +33.2% | +17.9% |
| YTD | +16.6% | -41.6% | +58.1% | +23.6% |
| 1Y | +22.3% | -43.5% | +65.8% | +30.2% |
| 3Y | -6.2% | -51.6% | +45.4% | +0.2% |
| 5Y | -34.4% | -11.6% | -22.8% | -36.1% |
| 10Y | +41.7% | +480.9% | -439.2% | +5.6% |
| All | +218.3% | +370.3% | -152.0% | +76.7% |
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 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