+503.6%
IBKR vs BLDR
+10.9%
+492.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.4% | -0.2% | +1.7% |
| 7D | -1.3% | -8.2% | +6.9% | +0.2% |
| 30D | -0.2% | -16.6% | +16.4% | +3.1% |
| 3M | +3.0% | -23.2% | +26.1% | +7.2% |
| 6M | +33.9% | -33.7% | +67.6% | +42.9% |
| YTD | +42.5% | -41.3% | +83.8% | +55.4% |
| 1Y | +44.9% | -58.8% | +103.7% | +68.5% |
| 3Y | +293.0% | -57.5% | +350.5% | +329.7% |
| All | +503.6% | +10.9% | +492.7% | +352.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling