+30.0%
XHB vs BLDR
-11.9%
+42.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.3% |
| 7D | -0.2% | -3.0% | +2.8% | +1.3% |
| 30D | +9.9% | +20.1% | -10.2% | -0.7% |
| 3M | -6.3% | -17.5% | +11.2% | +2.2% |
| 6M | +3.8% | -16.1% | +19.9% | +11.0% |
| YTD | +0.1% | -41.0% | +41.2% | +26.3% |
| 1Y | -0.8% | -41.6% | +40.8% | +25.4% |
| 3Y | +35.6% | -50.8% | +86.4% | +75.4% |
| All | +30.0% | -11.9% | +42.0% | +11.6% |
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