+253.9%
XLI vs BLDR
+383.3%
-129.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.4% | -1.3% | +0.5% |
| 7D | -1.7% | -8.2% | +6.6% | +0.4% |
| 30D | -7.3% | -16.6% | +9.4% | -3.1% |
| 3M | -1.3% | -23.2% | +21.8% | +4.4% |
| 6M | +2.2% | -33.7% | +36.0% | +11.7% |
| YTD | +11.7% | -41.3% | +53.0% | +25.1% |
| 1Y | +14.3% | -58.8% | +73.1% | +39.5% |
| 3Y | +70.3% | -57.5% | +127.8% | +96.1% |
| 5Y | +82.3% | +12.9% | +69.4% | +52.7% |
| All | +253.9% | +383.3% | -129.4% | +87.6% |
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