+46.6%
XLE vs BLDR
-44.0%
+90.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.6% | +5.1% | +1.2% |
| 7D | +4.4% | -8.2% | +12.6% | +3.6% |
| 30D | -4.3% | +16.3% | -20.5% | -2.6% |
| 3M | +6.0% | -17.0% | +23.0% | +4.6% |
| 6M | +13.2% | -17.4% | +30.6% | +12.1% |
| YTD | +46.7% | -41.6% | +88.3% | +48.8% |
| 1Y | +46.6% | -43.5% | +90.1% | +49.2% |
| All | +46.6% | -44.0% | +90.6% | +49.2% |
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