+453.5%
XLU vs BLDR
+361.3%
+92.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.9% | +3.0% | -0.7% |
| 7D | -1.2% | -8.1% | +6.9% | -0.5% |
| 30D | -2.5% | -21.5% | +18.9% | -0.7% |
| 3M | -2.7% | -21.0% | +18.2% | -1.2% |
| 6M | -7.5% | -37.1% | +29.6% | -4.5% |
| YTD | +0.9% | -42.7% | +43.6% | +4.8% |
| 1Y | +3.3% | -58.0% | +61.3% | +9.8% |
| 3Y | +47.3% | -57.8% | +105.2% | +54.1% |
| 5Y | +44.4% | +10.3% | +34.1% | +37.6% |
| 10Y | +140.8% | +367.3% | -226.5% | +97.7% |
| All | +453.5% | +361.3% | +92.2% | +266.4% |
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