+2,344.7%
XLK vs BLDR
+380.2%
+1,964.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.3% |
| 7D | +2.3% | -2.7% | +5.0% | +2.7% |
| 30D | +0.8% | -14.7% | +15.5% | +3.1% |
| 3M | +4.1% | -20.8% | +24.9% | +7.1% |
| 6M | +34.8% | -35.3% | +70.1% | +42.5% |
| YTD | +30.8% | -40.3% | +71.1% | +39.4% |
| 1Y | +42.4% | -56.3% | +98.6% | +58.4% |
| 3Y | +121.8% | -56.1% | +177.9% | +141.0% |
| 5Y | +146.6% | +12.9% | +133.7% | +130.4% |
| 10Y | +804.3% | +386.5% | +417.8% | +560.0% |
| All | +2,344.7% | +380.2% | +1,964.5% | +1,213.6% |
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 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