+12.3%
XLI vs BLDR
-38.1%
+50.4%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +9.3% | -10.3% | -2.6% |
| 7D | +0.6% | +24.4% | -23.8% | -3.5% |
| 30D | -0.4% | +24.9% | -25.3% | -4.5% |
| 3M | -8.8% | -7.8% | -1.1% | -7.5% |
| 6M | -0.4% | -5.8% | +5.4% | 0.0% |
| YTD | +10.1% | -32.5% | +42.6% | +16.6% |
| 1Y | +12.3% | -36.7% | +49.0% | +19.8% |
| All | +12.3% | -38.1% | +50.4% | +19.8% |
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 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