+35.5%
XLV vs BLDR
+10.9%
+24.6%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.5% |
| 7D | -3.6% | -8.2% | +4.7% | -2.6% |
| 30D | -1.8% | -16.6% | +14.8% | +0.2% |
| 3M | +7.8% | -23.2% | +31.0% | +10.7% |
| 6M | +9.1% | -33.7% | +42.8% | +13.7% |
| YTD | +7.7% | -41.3% | +49.1% | +13.6% |
| 1Y | +20.4% | -58.8% | +79.2% | +32.6% |
| 3Y | +30.8% | -57.5% | +88.2% | +39.0% |
| All | +35.5% | +10.9% | +24.6% | +18.6% |
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