+351.2%
BLDR vs IBN
+993.2%
-642.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.6% | +0.7% |
| 7D | -3.0% | +1.9% | -4.8% | -3.9% |
| 30D | +20.1% | +22.1% | -2.0% | +8.3% |
| 3M | -17.5% | +17.1% | -34.6% | -24.1% |
| 6M | -16.1% | +35.5% | -51.6% | -28.3% |
| YTD | -41.0% | +16.8% | -57.8% | -45.6% |
| 1Y | -41.6% | +12.4% | -54.0% | -45.1% |
| 3Y | -50.8% | +58.0% | -108.9% | -62.1% |
| 5Y | -10.8% | +73.7% | -84.5% | -34.5% |
| 10Y | +486.3% | +385.6% | +100.7% | +123.1% |
| All | +351.2% | +993.2% | -642.0% | -13.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling