+19.9%
XBI vs BLDR
+10.9%
+9.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.4% | -2.8% | -1.1% |
| 7D | -4.6% | -8.2% | +3.6% | -2.3% |
| 30D | -2.0% | -16.6% | +14.6% | +3.1% |
| 3M | +17.8% | -23.2% | +41.0% | +25.4% |
| 6M | +23.7% | -33.7% | +57.5% | +37.0% |
| YTD | +28.2% | -41.3% | +69.6% | +45.7% |
| 1Y | +64.0% | -58.8% | +122.8% | +107.9% |
| 3Y | +99.4% | -57.5% | +156.9% | +132.1% |
| All | +19.9% | +10.9% | +9.0% | -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 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