-41.2%
BLDR vs IOVA
+233.9%
-275.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.1% | -3.5% | -4.7% |
| 7D | -1.1% | -8.5% | +7.4% | -1.5% |
| 30D | +19.1% | -44.7% | +63.8% | +16.5% |
| 3M | -12.6% | +26.2% | -38.8% | -14.0% |
| 6M | -18.7% | +123.2% | -141.9% | -20.1% |
| YTD | -38.8% | +196.0% | -234.8% | -37.5% |
| 1Y | -41.2% | +240.9% | -282.1% | -40.5% |
| All | -41.2% | +233.9% | -275.1% | -40.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling