+178.8%
XME vs BLDR
+12.1%
+166.7%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.1% |
| 7D | -0.2% | -2.7% | +2.5% | +0.5% |
| 30D | +1.4% | -14.7% | +16.1% | +5.9% |
| 3M | +2.7% | -20.8% | +23.6% | +8.6% |
| 6M | +6.5% | -35.3% | +41.9% | +18.9% |
| YTD | +15.2% | -40.3% | +55.5% | +31.0% |
| 1Y | +43.5% | -56.3% | +99.8% | +78.1% |
| 3Y | +135.9% | -56.1% | +192.0% | +173.8% |
| All | +178.8% | +12.1% | +166.7% | +94.7% |
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 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