+208.9%
XHB vs BLDR
+383.3%
-174.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.8% | +0.5% |
| 7D | -4.6% | -8.2% | +3.6% | -0.8% |
| 30D | -9.1% | -16.6% | +7.5% | -1.4% |
| 3M | -8.6% | -23.2% | +14.6% | +2.2% |
| 6M | -4.0% | -33.7% | +29.7% | +14.1% |
| YTD | -3.9% | -41.3% | +37.4% | +19.9% |
| 1Y | -16.5% | -58.8% | +42.3% | +21.8% |
| 3Y | +22.6% | -57.5% | +80.0% | +68.8% |
| 5Y | +33.9% | +12.9% | +21.0% | +15.4% |
| All | +208.9% | +383.3% | -174.5% | +37.5% |
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