+192.8%
IRM vs BLDR
+13.4%
+179.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.3% |
| 7D | +3.0% | -2.7% | +5.7% | +3.6% |
| 30D | -5.2% | -14.7% | +9.5% | -2.1% |
| 3M | -8.0% | -20.8% | +12.8% | -4.0% |
| 6M | +9.2% | -35.3% | +44.5% | +18.7% |
| YTD | +41.0% | -40.3% | +81.3% | +55.1% |
| 1Y | +23.3% | -56.3% | +79.5% | +45.9% |
| 3Y | +102.8% | -56.1% | +159.0% | +127.0% |
| 5Y | +192.8% | +12.9% | +179.9% | +140.2% |
| All | +192.8% | +13.4% | +179.4% | +140.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling