+376.5%
BLDR vs IBN
+324.2%
+52.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.9% | +0.5% | +1.5% |
| 7D | -8.2% | -3.0% | -5.2% | -6.9% |
| 30D | -16.6% | -1.5% | -15.1% | -16.1% |
| 3M | -23.2% | +7.9% | -31.1% | -25.7% |
| 6M | -33.7% | +8.6% | -42.4% | -35.9% |
| YTD | -41.3% | -0.6% | -40.8% | -41.2% |
| 1Y | -58.8% | -7.3% | -51.5% | -57.6% |
| 3Y | -57.5% | +26.2% | -83.7% | -62.2% |
| 5Y | +12.9% | +57.8% | -44.9% | -9.3% |
| All | +376.5% | +324.2% | +52.3% | +176.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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