+406.2%
XLE vs BLDR
+389.2%
+16.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | +0.7% |
| 7D | -12.0% | -3.7% | -8.3% | -11.7% |
| 30D | -2.7% | +16.8% | -19.5% | -5.7% |
| 3M | +6.6% | -13.7% | +20.3% | +8.2% |
| 6M | +9.5% | -21.9% | +31.4% | +11.8% |
| YTD | +40.6% | -39.2% | +79.8% | +48.4% |
| 1Y | +43.6% | -42.6% | +86.2% | +52.8% |
| 3Y | +58.1% | -50.2% | +108.3% | +67.1% |
| 5Y | +152.2% | -7.0% | +159.2% | +131.0% |
| 10Y | +172.9% | +584.2% | -411.3% | +71.8% |
| All | +406.2% | +389.2% | +16.9% | +156.8% |
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