-0.8%
IP vs BLDR
-43.8%
+43.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.5% | +5.4% | +3.0% |
| 7D | -5.1% | -3.7% | -1.4% | -3.7% |
| 30D | +8.5% | +16.8% | -8.3% | -0.5% |
| 3M | -13.8% | -13.7% | -0.1% | -8.2% |
| 6M | +5.7% | -21.9% | +27.6% | +17.0% |
| YTD | -9.1% | -39.2% | +30.1% | +12.3% |
| 1Y | -0.8% | -42.6% | +41.8% | +26.4% |
| All | -0.8% | -43.8% | +43.0% | +26.4% |
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