-36.7%
BLDR vs IAG
+56.5%
-93.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +10.2% | -1.0% | +7.4% |
| 7D | +24.4% | +1.1% | +23.3% | +23.8% |
| 30D | +24.9% | -5.3% | +30.2% | +25.6% |
| 3M | -7.8% | +18.0% | -25.8% | -10.9% |
| 6M | -5.8% | +7.1% | -12.9% | -8.1% |
| YTD | -32.5% | +5.9% | -38.4% | -33.4% |
| 1Y | -36.7% | +59.4% | -96.1% | -43.2% |
| All | -36.7% | +56.5% | -93.2% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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