+50.4%
IJH vs BLDR
-57.1%
+107.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.2% |
| 7D | -1.9% | -8.2% | +6.4% | +0.1% |
| 30D | -4.6% | -16.6% | +12.0% | -0.7% |
| 3M | -1.2% | -23.2% | +22.0% | +4.2% |
| 6M | +9.4% | -33.7% | +43.1% | +19.0% |
| YTD | +13.3% | -41.3% | +54.7% | +26.2% |
| 1Y | +13.4% | -58.8% | +72.2% | +38.0% |
| 3Y | +50.4% | -57.5% | +107.9% | +70.0% |
| All | +50.4% | -57.1% | +107.5% | +70.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling