+147.8%
XEL vs BLDR
+383.3%
-235.5%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | -0.1% |
| 7D | -0.3% | -8.2% | +7.9% | +0.4% |
| 30D | -3.9% | -16.6% | +12.7% | -2.5% |
| 3M | -2.8% | -23.2% | +20.4% | -0.9% |
| 6M | -5.4% | -33.7% | +28.3% | -2.5% |
| YTD | +3.8% | -41.3% | +45.1% | +7.8% |
| 1Y | +6.8% | -58.8% | +65.6% | +14.4% |
| 3Y | +45.6% | -57.5% | +103.0% | +52.0% |
| 5Y | +30.7% | +12.9% | +17.8% | +20.0% |
| All | +147.8% | +383.3% | -235.5% | +97.9% |
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