+386.5%
BLDR vs IOVA
+4.5%
+382.0%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.2% | -1.5% |
| 7D | -2.7% | -2.2% | -0.5% | -2.4% |
| 30D | -14.7% | +31.7% | -46.4% | -18.4% |
| 3M | -20.8% | +117.3% | -138.1% | -31.5% |
| 6M | -35.3% | +55.8% | -91.2% | -41.9% |
| YTD | -40.3% | +208.8% | -249.1% | -52.8% |
| 1Y | -56.3% | +255.7% | -312.0% | -66.8% |
| 3Y | -56.1% | +41.7% | -97.8% | -66.5% |
| 5Y | +12.9% | -64.9% | +77.8% | -1.7% |
| 10Y | +386.5% | +6.3% | +380.1% | +207.1% |
| All | +386.5% | +4.5% | +382.0% | +207.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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