-57.7%
BLDR vs IBB
+45.6%
-103.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.2% | -2.7% | -3.3% |
| 7D | -0.3% | -1.7% | +1.3% | +0.9% |
| 30D | -16.2% | +4.9% | -21.1% | -19.3% |
| 3M | -14.4% | +24.2% | -38.6% | -28.0% |
| 6M | -32.8% | +23.8% | -56.6% | -43.3% |
| YTD | -39.2% | +23.0% | -62.1% | -49.4% |
| 1Y | -57.7% | +46.2% | -103.8% | -71.7% |
| All | -57.7% | +45.6% | -103.3% | -71.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling