+500.1%
XRT vs BLDR
+292.9%
+207.2%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.9% | +2.7% | -1.2% |
| 7D | -0.3% | -0.3% | +0.1% | -0.2% |
| 30D | -5.6% | -16.2% | +10.6% | -2.5% |
| 3M | +2.5% | -14.4% | +17.0% | +5.1% |
| 6M | +3.7% | -32.8% | +36.5% | +10.9% |
| YTD | +1.0% | -39.2% | +40.1% | +9.6% |
| 1Y | -1.2% | -57.7% | +56.5% | +14.8% |
| 3Y | +43.4% | -55.3% | +98.6% | +61.1% |
| 5Y | -0.7% | +15.6% | -16.3% | -7.2% |
| 10Y | +123.7% | +359.8% | -236.1% | +56.7% |
| All | +500.1% | +292.9% | +207.2% | +223.6% |
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