+13.8%
IP vs BLDR
-48.1%
+61.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.8% | +1.8% | -2.0% |
| 7D | -5.0% | +3.9% | -8.8% | -6.3% |
| 30D | +6.5% | +16.5% | -10.0% | +0.6% |
| 3M | -18.0% | -13.7% | -4.4% | -14.5% |
| 6M | +10.3% | -12.2% | +22.5% | +13.8% |
| YTD | -9.9% | -36.3% | +26.5% | +2.1% |
| 1Y | -1.1% | -41.3% | +40.2% | +14.2% |
| All | +13.8% | -48.1% | +61.9% | +25.1% |
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