+30.7%
IVZ vs BLDR
-38.1%
+68.8%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +9.3% | -5.1% | +2.3% |
| 7D | +2.6% | +24.4% | -21.7% | -2.1% |
| 30D | -3.5% | +24.9% | -28.4% | -8.2% |
| 3M | -7.4% | -7.8% | +0.4% | -6.0% |
| 6M | +14.7% | -5.8% | +20.5% | +13.9% |
| YTD | +14.6% | -32.5% | +47.1% | +25.8% |
| 1Y | +30.7% | -36.7% | +67.4% | +44.7% |
| All | +30.7% | -38.1% | +68.8% | +44.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling