+49.9%
XLE vs BLDR
-38.1%
+87.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +9.3% | -14.0% | -3.8% |
| 7D | -7.2% | +24.4% | -31.6% | -5.0% |
| 30D | +0.1% | +24.9% | -24.8% | +2.6% |
| 3M | +9.2% | -7.8% | +17.0% | +8.9% |
| 6M | +8.4% | -5.8% | +14.1% | +8.7% |
| YTD | +44.9% | -32.5% | +77.3% | +49.1% |
| 1Y | +49.9% | -36.7% | +86.6% | +55.0% |
| All | +49.9% | -38.1% | +87.9% | +55.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling