+40.0%
IWM vs BLDR
+16.0%
+24.1%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.4% | +1.0% |
| 7D | +1.4% | -0.3% | +1.7% | +1.5% |
| 30D | -2.3% | -16.2% | +13.9% | +2.7% |
| 3M | +4.0% | -14.4% | +18.4% | +7.4% |
| 6M | +17.9% | -32.8% | +50.7% | +30.6% |
| YTD | +20.2% | -39.2% | +59.4% | +36.2% |
| 1Y | +25.0% | -57.7% | +82.7% | +58.6% |
| 3Y | +66.0% | -55.3% | +121.2% | +94.6% |
| 5Y | +40.0% | +15.6% | +24.4% | +5.3% |
| All | +40.0% | +16.0% | +24.1% | +5.3% |
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