+88.6%
INCY vs BLDR
-57.1%
+145.7%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.4% | -3.8% | -1.7% |
| 7D | -4.2% | -8.2% | +4.1% | -3.3% |
| 30D | +0.6% | -16.6% | +17.2% | +2.4% |
| 3M | +12.6% | -23.2% | +35.8% | +15.2% |
| 6M | +28.3% | -33.7% | +62.1% | +32.7% |
| YTD | +23.0% | -41.3% | +64.3% | +28.2% |
| 1Y | +41.0% | -58.8% | +99.8% | +51.8% |
| 3Y | +88.6% | -57.5% | +146.0% | +85.6% |
| All | +88.6% | -57.1% | +145.7% | +85.6% |
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