+170.7%
XLE vs BLDR
+359.8%
-189.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.9% | +6.0% | +2.2% |
| 7D | 0.0% | -0.3% | +0.3% | 0.0% |
| 30D | +12.6% | -16.2% | +28.9% | +16.9% |
| 3M | +11.8% | -14.4% | +26.3% | +13.9% |
| 6M | +16.1% | -32.8% | +48.9% | +24.1% |
| YTD | +46.9% | -39.2% | +86.0% | +60.0% |
| 1Y | +53.3% | -57.7% | +110.9% | +82.3% |
| 3Y | +54.9% | -55.3% | +110.2% | +71.1% |
| 5Y | +225.7% | +15.6% | +210.1% | +149.5% |
| 10Y | +170.7% | +359.8% | -189.1% | +28.3% |
| All | +170.7% | +359.8% | -189.1% | +28.3% |
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