+926.8%
XBI vs BLDR
+180.7%
+746.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -1.2% |
| 7D | -3.6% | -2.7% | -0.9% | -3.2% |
| 30D | +0.9% | -14.7% | +15.6% | +3.6% |
| 3M | +21.4% | -20.8% | +42.3% | +25.7% |
| 6M | +25.5% | -35.3% | +60.8% | +34.3% |
| YTD | +30.8% | -40.3% | +71.2% | +41.3% |
| 1Y | +68.6% | -56.3% | +124.9% | +91.9% |
| 3Y | +103.9% | -56.1% | +160.0% | +126.4% |
| 5Y | +20.8% | +12.9% | +7.8% | +12.1% |
| 10Y | +164.0% | +386.5% | -222.5% | +82.8% |
| All | +926.8% | +180.7% | +746.0% | +480.4% |
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