+26.8%
IP vs BLDR
+602.6%
-575.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.5% | -2.6% | +1.3% |
| 7D | -3.0% | -2.7% | -0.3% | -2.4% |
| 30D | +10.6% | +24.8% | -14.2% | +3.1% |
| 3M | -13.6% | -11.7% | -1.9% | -11.0% |
| 6M | +10.4% | -14.8% | +25.2% | +14.5% |
| YTD | -6.5% | -35.9% | +29.4% | +4.8% |
| 1Y | -2.1% | -39.7% | +37.6% | +11.5% |
| 3Y | +22.0% | -45.6% | +67.6% | +35.8% |
| 5Y | -9.7% | -2.5% | -7.2% | -19.4% |
| 10Y | +26.8% | +597.4% | -570.6% | -35.9% |
| All | +26.8% | +602.6% | -575.8% | -35.9% |
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 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