+5,725.0%
URI vs BLDR
+370.3%
+5,354.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.5% | 0.0% |
| 7D | +9.3% | -8.2% | +17.5% | +12.0% |
| 30D | +7.6% | +16.3% | -8.7% | +2.2% |
| 3M | +1.0% | -17.0% | +18.0% | +5.7% |
| 6M | +19.8% | -17.4% | +37.2% | +24.4% |
| YTD | +41.9% | -41.6% | +83.4% | +61.9% |
| 1Y | +33.4% | -43.5% | +76.9% | +53.4% |
| 3Y | +156.0% | -51.6% | +207.7% | +201.7% |
| 5Y | +209.5% | -11.6% | +221.1% | +202.8% |
| 10Y | +1,199.8% | +480.9% | +718.9% | +658.7% |
| All | +5,725.0% | +370.3% | +5,354.7% | +2,133.4% |
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