-2.1%
XRT vs BLDR
-2.4%
+0.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.5% | -1.8% | +1.7% |
| 7D | +2.5% | -2.7% | +5.2% | +3.4% |
| 30D | +10.3% | +24.8% | -14.5% | +1.4% |
| 3M | +2.4% | -11.7% | +14.0% | +6.0% |
| 6M | +10.0% | -14.8% | +24.7% | +13.9% |
| YTD | +9.5% | -35.9% | +45.4% | +23.9% |
| 1Y | +17.2% | -39.7% | +56.9% | +35.3% |
| 3Y | +62.0% | -45.6% | +107.6% | +77.3% |
| 5Y | -2.1% | -2.5% | +0.4% | -30.0% |
| All | -2.1% | -2.4% | +0.3% | -30.0% |
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