+14.8%
IP vs BLDR
-50.4%
+65.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.5% | +5.4% | +2.4% |
| 7D | -5.1% | -3.7% | -1.4% | -4.1% |
| 30D | +8.5% | +16.8% | -8.3% | +2.4% |
| 3M | -13.8% | -13.7% | -0.1% | -10.2% |
| 6M | +5.7% | -21.9% | +27.6% | +13.2% |
| YTD | -9.1% | -39.2% | +30.1% | +4.5% |
| 1Y | -0.8% | -42.6% | +41.8% | +15.6% |
| 3Y | +14.8% | -50.2% | +65.0% | +28.1% |
| All | +14.8% | -50.4% | +65.2% | +28.1% |
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 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