+1,476.7%
IRM vs BLDR
+374.7%
+1,102.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -0.9% |
| 7D | +6.8% | -3.0% | +9.8% | +7.2% |
| 30D | +2.6% | +20.1% | -17.5% | -0.3% |
| 3M | -9.5% | -17.5% | +8.0% | -7.5% |
| 6M | -8.5% | -16.1% | +7.6% | -7.1% |
| YTD | +40.3% | -41.0% | +81.3% | +48.6% |
| 1Y | +28.7% | -41.6% | +70.3% | +36.3% |
| 3Y | +111.8% | -50.8% | +162.6% | +125.4% |
| 5Y | +189.1% | -10.8% | +199.9% | +179.2% |
| 10Y | +519.8% | +486.3% | +33.5% | +351.1% |
| All | +1,476.7% | +374.7% | +1,102.0% | +727.6% |
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