+2.4%
XLU vs BLDR
-57.4%
+59.8%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -0.4% |
| 7D | -1.6% | -8.2% | +6.6% | -1.1% |
| 30D | -3.3% | -16.6% | +13.3% | -2.3% |
| 3M | -3.2% | -23.2% | +20.0% | -1.8% |
| 6M | -7.0% | -33.7% | +26.8% | -5.0% |
| YTD | +0.6% | -41.3% | +42.0% | +3.2% |
| 1Y | +2.4% | -58.8% | +61.2% | +8.9% |
| All | +2.4% | -57.4% | +59.8% | +8.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling