+484.0%
BLDR vs IBN
+385.6%
+98.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.6% | +0.8% |
| 7D | -3.0% | +1.9% | -4.8% | -3.8% |
| 30D | +20.1% | +22.1% | -2.0% | +9.5% |
| 3M | -17.5% | +17.1% | -34.6% | -23.4% |
| 6M | -16.1% | +35.5% | -51.6% | -27.0% |
| YTD | -41.0% | +16.8% | -57.8% | -45.2% |
| 1Y | -41.6% | +12.4% | -54.0% | -44.8% |
| 3Y | -50.8% | +58.0% | -108.9% | -60.9% |
| 5Y | -10.8% | +73.7% | -84.5% | -32.0% |
| All | +484.0% | +385.6% | +98.5% | +196.4% |
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