+8.9%
XLRE vs BLDR
+10.9%
-1.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +0.4% |
| 7D | -1.2% | -8.2% | +7.1% | +0.4% |
| 30D | -2.4% | -16.6% | +14.2% | +0.8% |
| 3M | -2.5% | -23.2% | +20.7% | +1.6% |
| 6M | +4.0% | -33.7% | +37.7% | +11.0% |
| YTD | +9.3% | -41.3% | +50.6% | +18.9% |
| 1Y | +5.6% | -58.8% | +64.4% | +23.3% |
| 3Y | +31.3% | -57.5% | +88.7% | +45.2% |
| All | +8.9% | +10.9% | -1.9% | -8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling