+34.5%
XHB vs BLDR
+13.4%
+21.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -0.5% |
| 7D | -1.9% | -2.7% | +0.8% | -0.6% |
| 30D | -8.3% | -14.7% | +6.4% | -0.9% |
| 3M | -7.1% | -20.8% | +13.7% | +3.4% |
| 6M | -5.3% | -35.3% | +30.1% | +16.0% |
| YTD | -3.2% | -40.3% | +37.1% | +22.3% |
| 1Y | -13.9% | -56.3% | +42.4% | +26.9% |
| 3Y | +24.9% | -56.1% | +81.0% | +72.4% |
| 5Y | +34.5% | +12.9% | +21.6% | +6.6% |
| All | +34.5% | +13.4% | +21.1% | +6.6% |
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