+182.6%
ABBV vs BLDR
+12.1%
+170.4%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +0.9% |
| 7D | -4.1% | -2.7% | -1.4% | -4.0% |
| 30D | +1.2% | -14.7% | +15.9% | +1.8% |
| 3M | +12.1% | -20.8% | +32.9% | +13.1% |
| 6M | +12.0% | -35.3% | +47.4% | +13.9% |
| YTD | +12.4% | -40.3% | +52.7% | +14.4% |
| 1Y | +22.9% | -56.3% | +79.2% | +27.4% |
| 3Y | +86.8% | -56.1% | +142.9% | +90.9% |
| All | +182.6% | +12.1% | +170.4% | +162.3% |
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