+33.6%
IVZ vs BLDR
-11.6%
+45.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.0% | +0.7% |
| 7D | +5.1% | -8.2% | +13.3% | +8.4% |
| 30D | -1.6% | +16.3% | -17.8% | -7.7% |
| 3M | -9.1% | -17.0% | +7.8% | -3.8% |
| 6M | +1.8% | -17.4% | +19.2% | +5.8% |
| YTD | +10.8% | -41.6% | +52.4% | +30.4% |
| 1Y | +19.1% | -43.5% | +62.6% | +41.5% |
| 3Y | +144.4% | -51.6% | +196.1% | +185.7% |
| 5Y | +33.6% | -11.6% | +45.1% | +1.4% |
| All | +33.6% | -11.6% | +45.1% | +1.4% |
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