+89.2%
USB vs BLDR
+602.6%
-513.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.5% | -3.0% | +0.9% |
| 7D | +0.8% | -2.7% | +3.5% | +1.3% |
| 30D | +6.8% | +24.8% | -18.0% | -0.5% |
| 3M | -3.8% | -11.7% | +7.9% | -1.4% |
| 6M | +11.7% | -14.8% | +26.5% | +14.3% |
| YTD | +17.5% | -35.9% | +53.4% | +29.2% |
| 1Y | +33.8% | -39.7% | +73.5% | +49.5% |
| 3Y | +104.2% | -45.6% | +149.8% | +124.3% |
| 5Y | +26.4% | -2.5% | +28.9% | +9.7% |
| 10Y | +89.2% | +597.4% | -508.2% | -13.0% |
| All | +89.2% | +602.6% | -513.4% | -13.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling