+172.0%
XHB vs BLDR
+186.2%
-14.2%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.9% | +2.5% | -1.1% |
| 7D | +0.2% | -0.3% | +0.5% | +0.3% |
| 30D | -9.1% | -16.2% | +7.1% | -4.8% |
| 3M | -2.3% | -14.4% | +12.1% | +1.5% |
| 6M | -4.1% | -32.8% | +28.7% | +5.9% |
| YTD | -1.7% | -39.2% | +37.5% | +11.2% |
| 1Y | -15.1% | -57.7% | +42.6% | +5.3% |
| 3Y | +26.8% | -55.3% | +82.1% | +53.2% |
| 5Y | +37.3% | +15.6% | +21.7% | +30.1% |
| 10Y | +205.7% | +359.8% | -154.1% | +100.9% |
| All | +172.0% | +186.2% | -14.2% | +53.7% |
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