+752.5%
XEL vs BLDR
+389.5%
+363.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.9% | +6.4% | +1.9% |
| 7D | +1.3% | -0.3% | +1.6% | +1.3% |
| 30D | -1.5% | -16.2% | +14.7% | -0.4% |
| 3M | -0.2% | -14.4% | +14.2% | +0.6% |
| 6M | -5.4% | -32.8% | +27.4% | -3.3% |
| YTD | +5.6% | -39.2% | +44.8% | +8.6% |
| 1Y | +10.5% | -57.7% | +68.1% | +16.1% |
| 3Y | +49.2% | -55.3% | +104.5% | +54.1% |
| 5Y | +30.1% | +15.6% | +14.5% | +24.1% |
| 10Y | +146.7% | +359.8% | -213.1% | +107.2% |
| All | +752.5% | +389.5% | +363.0% | +495.9% |
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 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