-0.7%
XRT vs BLDR
+16.0%
-16.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.9% | +2.7% | -0.4% |
| 7D | -0.3% | -0.3% | +0.1% | -0.2% |
| 30D | -5.6% | -16.2% | +10.6% | +0.3% |
| 3M | +2.5% | -14.4% | +17.0% | +6.9% |
| 6M | +3.7% | -32.8% | +36.5% | +17.2% |
| YTD | +1.0% | -39.2% | +40.1% | +17.3% |
| 1Y | -1.2% | -57.7% | +56.5% | +31.3% |
| 3Y | +43.4% | -55.3% | +98.6% | +71.4% |
| 5Y | -0.7% | +15.6% | -16.3% | -35.5% |
| All | -0.7% | +16.0% | -16.7% | -35.5% |
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