+134.7%
ABBV vs BLDR
-51.2%
+185.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.6% | +3.4% | 0.0% |
| 7D | +2.2% | -8.2% | +10.4% | +2.5% |
| 30D | +8.0% | +16.3% | -8.3% | +7.3% |
| 3M | +19.1% | -17.0% | +36.1% | +19.9% |
| 6M | +43.5% | -17.4% | +60.9% | +44.4% |
| YTD | +32.7% | -41.6% | +74.3% | +34.9% |
| 1Y | +30.0% | -43.5% | +73.5% | +32.4% |
| All | +134.7% | -51.2% | +185.8% | +143.6% |
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