+657.3%
XLV vs BLDR
+361.3%
+296.0%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.9% | +3.4% | -0.2% |
| 7D | -4.4% | -8.1% | +3.7% | -3.6% |
| 30D | -1.4% | -21.5% | +20.1% | +0.9% |
| 3M | +8.9% | -21.0% | +29.8% | +11.0% |
| 6M | +9.1% | -37.1% | +46.1% | +13.4% |
| YTD | +7.9% | -42.7% | +50.6% | +12.9% |
| 1Y | +22.7% | -58.0% | +80.7% | +32.1% |
| 3Y | +31.9% | -57.8% | +89.8% | +39.4% |
| 5Y | +34.9% | +10.3% | +24.6% | +27.8% |
| 10Y | +173.9% | +367.3% | -193.4% | +117.5% |
| All | +657.3% | +361.3% | +296.0% | +368.7% |
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