+24.0%
IWM vs BLDR
-58.0%
+82.0%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -1.0% |
| 7D | -1.1% | -2.7% | +1.5% | -0.7% |
| 30D | -3.1% | -14.7% | +11.6% | -0.3% |
| 3M | +2.2% | -20.8% | +23.0% | +6.2% |
| 6M | +15.1% | -35.3% | +50.4% | +24.0% |
| YTD | +18.6% | -40.3% | +58.9% | +28.7% |
| 1Y | +24.0% | -56.3% | +80.3% | +43.4% |
| All | +24.0% | -58.0% | +82.0% | +43.4% |
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 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