+1,507.3%
IRM vs BLDR
+414.6%
+1,092.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.5% | -0.9% | +1.3% |
| 7D | -0.5% | -2.8% | +2.4% | -0.1% |
| 30D | -8.1% | -13.3% | +5.2% | -6.4% |
| 3M | -9.7% | -12.3% | +2.6% | -8.5% |
| 6M | +10.0% | -31.5% | +41.5% | +14.9% |
| YTD | +43.0% | -36.1% | +79.1% | +50.3% |
| 1Y | +32.7% | -54.1% | +86.8% | +45.6% |
| 3Y | +102.7% | -55.8% | +158.5% | +119.1% |
| 5Y | +187.6% | +20.7% | +166.8% | +167.5% |
| 10Y | +420.1% | +390.2% | +29.9% | +286.2% |
| All | +1,507.3% | +414.6% | +1,092.6% | +737.2% |
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 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