-6.4%
BLDR vs IBB
+37.5%
-43.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.7% | -6.3% | -6.1% |
| 7D | -3.7% | -1.8% | -1.8% | -2.1% |
| 30D | +16.8% | +5.1% | +11.7% | +11.3% |
| 3M | -13.7% | +10.7% | -24.5% | -22.2% |
| 6M | -21.9% | +22.9% | -44.7% | -36.4% |
| YTD | -39.2% | +26.7% | -65.9% | -52.3% |
| 1Y | -42.6% | +35.1% | -77.8% | -57.8% |
| 3Y | -50.2% | +80.2% | -130.4% | -72.4% |
| All | -6.4% | +37.5% | -43.9% | -40.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling