+179.2%
URI vs BLDR
-8.6%
+187.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.5% | +5.6% | +3.1% |
| 7D | -9.8% | -3.7% | -6.1% | -8.9% |
| 30D | +1.7% | +16.8% | -15.0% | -6.4% |
| 3M | -9.1% | -13.7% | +4.7% | -4.5% |
| 6M | +9.9% | -21.9% | +31.7% | +18.8% |
| YTD | +31.2% | -39.2% | +70.4% | +57.9% |
| 1Y | +25.9% | -42.6% | +68.6% | +55.1% |
| 3Y | +147.4% | -50.2% | +197.6% | +204.3% |
| All | +179.2% | -8.6% | +187.8% | +124.0% |
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