+23.9%
IP vs BLDR
-55.3%
+79.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.5% | -0.3% | +1.4% |
| 7D | -5.3% | -2.8% | -2.4% | -4.3% |
| 30D | -10.9% | -13.3% | +2.4% | -6.7% |
| 3M | +11.2% | -12.3% | +23.4% | +15.4% |
| 6M | -10.2% | -31.5% | +21.2% | -0.2% |
| YTD | -2.0% | -36.1% | +34.1% | +11.1% |
| 1Y | -19.1% | -54.1% | +35.0% | -1.4% |
| All | +23.9% | -55.3% | +79.2% | +41.2% |
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