+1.5%
XRT vs BLDR
-52.1%
+53.6%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.5% | +0.4% |
| 7D | +0.8% | -2.8% | +3.7% | +1.5% |
| 30D | -4.2% | -13.3% | +9.1% | -1.0% |
| 3M | +5.1% | -12.3% | +17.3% | +7.5% |
| 6M | +2.4% | -31.5% | +33.9% | +10.8% |
| YTD | +3.2% | -36.1% | +39.3% | +12.2% |
| 1Y | +1.5% | -54.1% | +55.6% | +17.9% |
| All | +1.5% | -52.1% | +53.6% | +17.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling