-5.3%
IGV vs BLDR
-42.6%
+37.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.3% |
| 7D | +2.3% | -3.0% | +5.3% | +2.5% |
| 30D | -6.0% | +20.1% | -26.1% | -6.8% |
| 3M | -4.8% | -17.5% | +12.7% | -3.7% |
| 6M | +14.2% | -16.1% | +30.3% | +14.9% |
| YTD | -4.2% | -41.0% | +36.8% | -2.4% |
| 1Y | -5.3% | -41.6% | +36.3% | -3.3% |
| All | -5.3% | -42.6% | +37.3% | -3.3% |
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