+548.2%
XRT vs BLDR
+291.4%
+256.8%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.9% | +0.1% |
| 7D | -1.4% | -10.3% | +8.9% | +0.6% |
| 30D | +9.8% | +19.6% | -9.8% | +5.8% |
| 3M | +3.3% | -17.0% | +20.3% | +6.6% |
| 6M | +13.6% | -16.7% | +30.3% | +16.5% |
| YTD | +9.1% | -39.4% | +48.5% | +18.1% |
| 1Y | +15.1% | -41.7% | +56.8% | +25.5% |
| 3Y | +59.9% | -49.9% | +109.8% | +75.7% |
| 5Y | -1.7% | -7.6% | +5.9% | -4.8% |
| 10Y | +141.1% | +502.3% | -361.2% | +62.1% |
| All | +548.2% | +291.4% | +256.8% | +248.6% |
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