+748.8%
XLI vs BLDR
+374.7%
+374.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.5% |
| 7D | +3.8% | -3.0% | +6.7% | +4.2% |
| 30D | +1.0% | +20.1% | -19.1% | -2.3% |
| 3M | -8.9% | -17.5% | +8.6% | -6.6% |
| 6M | -2.3% | -16.1% | +13.8% | -0.6% |
| YTD | +9.7% | -41.0% | +50.7% | +17.3% |
| 1Y | +12.3% | -41.6% | +53.9% | +20.1% |
| 3Y | +71.5% | -50.8% | +122.3% | +84.0% |
| 5Y | +70.2% | -10.8% | +80.9% | +62.6% |
| 10Y | +227.5% | +486.3% | -258.8% | +126.4% |
| All | +748.8% | +374.7% | +374.1% | +328.7% |
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