+591.9%
XLP vs BLDR
+412.4%
+179.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.8% | +5.0% | -0.3% |
| 7D | +3.5% | +3.9% | -0.4% | +3.2% |
| 30D | +11.6% | +16.5% | -5.0% | +10.2% |
| 3M | +7.6% | -13.7% | +21.3% | +8.6% |
| 6M | +10.0% | -12.2% | +22.2% | +10.5% |
| YTD | +19.7% | -36.3% | +56.1% | +22.8% |
| 1Y | +23.5% | -41.3% | +64.7% | +27.3% |
| 3Y | +44.0% | -48.3% | +92.3% | +47.7% |
| 5Y | +42.7% | -2.6% | +45.3% | +37.7% |
| 10Y | +131.3% | +616.6% | -485.3% | +88.4% |
| All | +591.9% | +412.4% | +179.5% | +382.2% |
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