+46.3%
XLU vs BLDR
-57.1%
+103.3%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -0.5% |
| 7D | -1.6% | -8.2% | +6.6% | -1.0% |
| 30D | -3.3% | -16.6% | +13.3% | -2.1% |
| 3M | -3.2% | -23.2% | +20.0% | -1.5% |
| 6M | -7.0% | -33.7% | +26.8% | -4.5% |
| YTD | +0.6% | -41.3% | +42.0% | +4.0% |
| 1Y | +2.4% | -58.8% | +61.2% | +8.8% |
| 3Y | +46.3% | -57.5% | +103.7% | +42.5% |
| All | +46.3% | -57.1% | +103.3% | +42.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling