+180.2%
FXI vs BLDR
+374.7%
-194.5%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.2% |
| 7D | -4.2% | -3.0% | -1.2% | -3.8% |
| 30D | -1.1% | +20.1% | -21.2% | -4.6% |
| 3M | -4.0% | -17.5% | +13.6% | -1.4% |
| 6M | -11.8% | -16.1% | +4.3% | -10.6% |
| YTD | -11.9% | -41.0% | +29.1% | -5.7% |
| 1Y | -16.1% | -41.6% | +25.5% | -10.2% |
| 3Y | +38.8% | -50.8% | +89.6% | +48.0% |
| 5Y | -9.1% | -10.8% | +1.7% | -15.3% |
| 10Y | +18.4% | +486.3% | -467.9% | -27.6% |
| All | +180.2% | +374.7% | -194.5% | +23.6% |
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