+12.9%
BLDR vs IBN
+54.0%
-41.1%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -0.9% |
| 7D | -2.7% | -5.1% | +2.4% | +0.4% |
| 30D | -14.7% | -3.5% | -11.2% | -13.0% |
| 3M | -20.8% | +11.3% | -32.1% | -25.7% |
| 6M | -35.3% | +4.4% | -39.8% | -36.9% |
| YTD | -40.3% | -1.8% | -38.5% | -40.1% |
| 1Y | -56.3% | -8.0% | -48.3% | -54.7% |
| 3Y | -56.1% | +27.1% | -83.2% | -63.8% |
| 5Y | +12.9% | +54.5% | -41.6% | -21.1% |
| All | +12.9% | +54.0% | -41.1% | -21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling