+51.9%
INCY vs BLDR
+372.1%
-320.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.9% | +1.8% | -1.6% |
| 7D | -3.7% | -8.1% | +4.4% | -2.6% |
| 30D | +1.8% | -21.5% | +23.3% | +5.2% |
| 3M | +17.0% | -21.0% | +37.9% | +20.2% |
| 6M | +28.4% | -37.1% | +65.4% | +35.7% |
| YTD | +24.8% | -42.7% | +67.5% | +33.1% |
| 1Y | +42.9% | -58.0% | +100.9% | +58.6% |
| 3Y | +92.7% | -57.8% | +150.5% | +106.8% |
| 5Y | +73.3% | +10.3% | +63.1% | +54.2% |
| All | +51.9% | +372.1% | -320.2% | -4.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling