+140.3%
IVZ vs BLDR
-55.3%
+195.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.5% | -1.4% | +0.3% |
| 7D | +0.6% | -2.8% | +3.5% | +1.6% |
| 30D | +4.0% | -13.3% | +17.3% | +8.5% |
| 3M | +18.2% | -12.3% | +30.4% | +21.2% |
| 6M | +32.8% | -31.5% | +64.3% | +47.8% |
| YTD | +28.7% | -36.1% | +64.8% | +45.9% |
| 1Y | +55.4% | -54.1% | +109.5% | +97.7% |
| All | +140.3% | -55.3% | +195.6% | +166.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling