+203.4%
URI vs BLDR
+20.2%
+183.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.5% | -0.9% | +0.5% |
| 7D | -2.0% | -2.8% | +0.9% | -0.7% |
| 30D | -12.9% | -13.3% | +0.3% | -7.5% |
| 3M | -6.7% | -12.3% | +5.5% | -2.6% |
| 6M | +19.0% | -31.5% | +50.5% | +38.2% |
| YTD | +25.5% | -36.1% | +61.6% | +49.8% |
| 1Y | +5.5% | -54.1% | +59.6% | +46.4% |
| 3Y | +111.3% | -55.8% | +167.1% | +179.5% |
| All | +203.4% | +20.2% | +183.2% | +112.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling