+2,658.4%
BLDR vs IOVA
-92.3%
+2,750.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -0.9% |
| 7D | -10.3% | -7.0% | -3.3% | -10.1% |
| 30D | +19.6% | -44.4% | +64.0% | +21.5% |
| 3M | -17.0% | +24.7% | -41.6% | -18.6% |
| 6M | -16.7% | +118.6% | -135.4% | -20.9% |
| YTD | -39.4% | +196.3% | -235.7% | -43.5% |
| 1Y | -41.7% | +205.3% | -247.0% | -45.8% |
| 3Y | -49.9% | +103.8% | -153.6% | -53.9% |
| 5Y | -7.6% | -65.6% | +58.0% | -11.7% |
| 10Y | +502.3% | +6.4% | +495.9% | +455.6% |
| All | +2,658.4% | -92.3% | +2,750.7% | +2,387.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling