+325.3%
IR vs BLDR
+326.0%
-0.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.5% | +5.9% | +2.9% |
| 7D | +3.7% | -3.7% | +7.3% | +4.5% |
| 30D | +7.4% | +16.8% | -9.3% | +1.0% |
| 3M | -5.9% | -13.7% | +7.8% | -2.5% |
| 6M | +5.6% | -21.9% | +27.4% | +12.3% |
| YTD | +4.8% | -39.2% | +44.1% | +20.5% |
| 1Y | +6.9% | -42.6% | +49.6% | +25.1% |
| 3Y | +27.6% | -50.2% | +77.8% | +48.7% |
| 5Y | +45.8% | -7.0% | +52.8% | +30.5% |
| All | +325.3% | +326.0% | -0.8% | +110.3% |
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