-3.3%
IDXX vs BLDR
-38.1%
+34.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +9.3% | -5.3% | +1.6% |
| 7D | +24.1% | +24.4% | -0.3% | +17.9% |
| 30D | +32.5% | +24.9% | +7.6% | +25.6% |
| 3M | +18.8% | -7.8% | +26.6% | +19.8% |
| 6M | +24.0% | -5.8% | +29.8% | +23.6% |
| YTD | +3.3% | -32.5% | +35.7% | +9.2% |
| 1Y | -3.3% | -36.7% | +33.4% | +3.9% |
| All | -3.3% | -38.1% | +34.8% | +3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling