+2,811.1%
BLDR vs IOVA
-91.6%
+2,902.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.0% | +1.5% | +2.5% |
| 7D | -2.8% | +9.7% | -12.6% | -3.2% |
| 30D | -13.3% | +102.5% | -115.8% | -16.1% |
| 3M | -12.3% | +100.7% | -112.9% | -15.4% |
| 6M | -31.5% | +106.3% | -137.8% | -34.2% |
| YTD | -36.1% | +222.0% | -258.0% | -40.0% |
| 1Y | -54.1% | +299.5% | -353.6% | -57.5% |
| 3Y | -55.8% | +42.9% | -98.7% | -58.5% |
| 5Y | +20.7% | -65.0% | +85.7% | +16.2% |
| 10Y | +390.2% | +10.3% | +379.9% | +355.4% |
| All | +2,811.1% | -91.6% | +2,902.7% | +2,542.6% |
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