+17.6%
IP vs BLDR
+479.0%
-461.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.2% |
| 7D | -0.3% | -3.0% | +2.7% | +0.6% |
| 30D | +7.9% | +20.1% | -12.2% | +1.8% |
| 3M | -15.3% | -17.5% | +2.2% | -11.0% |
| 6M | +10.5% | -16.1% | +26.6% | +15.2% |
| YTD | -9.4% | -41.0% | +31.6% | +4.1% |
| 1Y | -4.6% | -41.6% | +37.0% | +9.8% |
| 3Y | +21.2% | -50.8% | +72.1% | +39.0% |
| 5Y | -13.3% | -10.8% | -2.6% | -20.6% |
| All | +17.6% | +479.0% | -461.4% | -39.1% |
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