+523.1%
BLDR vs IBB
+130.8%
+392.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.1% | -3.5% | -3.6% |
| 7D | -1.1% | +0.8% | -1.9% | -1.6% |
| 30D | +19.1% | +5.2% | +13.9% | +13.7% |
| 3M | -12.6% | +8.6% | -21.2% | -19.4% |
| 6M | -18.7% | +27.8% | -46.5% | -35.6% |
| YTD | -38.8% | +28.8% | -67.6% | -52.2% |
| 1Y | -41.2% | +36.4% | -77.6% | -56.4% |
| 3Y | -49.4% | +89.3% | -138.7% | -72.2% |
| 5Y | -6.0% | +43.3% | -49.2% | -33.8% |
| 10Y | +523.1% | +130.6% | +392.4% | +184.1% |
| All | +523.1% | +130.8% | +392.3% | +184.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling