+182.3%
IP vs BLDR
+414.6%
-232.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.5% | -0.3% | +1.7% |
| 7D | -5.3% | -2.8% | -2.4% | -4.7% |
| 30D | -10.9% | -13.3% | +2.4% | -8.3% |
| 3M | +11.2% | -12.3% | +23.4% | +13.9% |
| 6M | -10.2% | -31.5% | +21.2% | -3.5% |
| YTD | -2.0% | -36.1% | +34.1% | +6.7% |
| 1Y | -19.1% | -54.1% | +35.0% | -6.2% |
| 3Y | +20.9% | -55.8% | +76.6% | +36.8% |
| 5Y | -17.8% | +20.7% | -38.6% | -25.2% |
| 10Y | +23.5% | +390.2% | -366.7% | -18.6% |
| All | +182.3% | +414.6% | -232.3% | +23.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling