+24.2%
IJR vs BLDR
-38.1%
+62.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +9.3% | -7.9% | -0.3% |
| 7D | +2.3% | +24.4% | -22.1% | -2.0% |
| 30D | +2.8% | +24.9% | -22.1% | -1.7% |
| 3M | -4.6% | -7.8% | +3.2% | -3.5% |
| 6M | +5.7% | -5.8% | +11.4% | +5.6% |
| YTD | +19.9% | -32.5% | +52.4% | +26.9% |
| 1Y | +24.2% | -36.7% | +60.9% | +33.9% |
| All | +24.2% | -38.1% | +62.3% | +33.9% |
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