+159.5%
IP vs BLDR
+412.4%
-252.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.8% | +1.8% | -2.8% |
| 7D | -5.0% | +3.9% | -8.8% | -5.8% |
| 30D | +6.5% | +16.5% | -10.0% | +3.1% |
| 3M | -18.0% | -13.7% | -4.4% | -15.9% |
| 6M | +10.3% | -12.2% | +22.5% | +12.6% |
| YTD | -9.9% | -36.3% | +26.5% | -2.1% |
| 1Y | -1.1% | -41.3% | +40.2% | +9.1% |
| 3Y | +13.0% | -48.3% | +61.3% | +24.3% |
| 5Y | -12.3% | -2.6% | -9.7% | -17.0% |
| 10Y | +26.8% | +616.6% | -589.8% | -21.7% |
| All | +159.5% | +412.4% | -252.8% | +13.3% |
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