+88.2%
XLRE vs BLDR
+383.3%
-295.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +0.4% |
| 7D | -1.2% | -8.2% | +7.1% | +0.5% |
| 30D | -2.4% | -16.6% | +14.2% | +0.9% |
| 3M | -2.5% | -23.2% | +20.7% | +1.8% |
| 6M | +4.0% | -33.7% | +37.7% | +11.1% |
| YTD | +9.3% | -41.3% | +50.6% | +19.0% |
| 1Y | +5.6% | -58.8% | +64.4% | +23.1% |
| 3Y | +31.3% | -57.5% | +88.7% | +46.5% |
| 5Y | +9.5% | +12.9% | -3.4% | -3.8% |
| All | +88.2% | +383.3% | -295.1% | +23.9% |
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