+1,156.2%
ABBV vs BLDR
+1,028.5%
+127.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.5% | -3.9% | -1.7% |
| 7D | +0.4% | -2.8% | +3.2% | +0.6% |
| 30D | +4.2% | -13.3% | +17.4% | +5.6% |
| 3M | +14.8% | -12.3% | +27.1% | +15.8% |
| 6M | +10.3% | -31.5% | +41.7% | +13.7% |
| YTD | +14.9% | -36.1% | +51.0% | +18.8% |
| 1Y | +24.1% | -54.1% | +78.2% | +32.8% |
| 3Y | +91.9% | -55.8% | +147.7% | +101.5% |
| 5Y | +176.0% | +20.7% | +155.3% | +150.5% |
| 10Y | +502.9% | +390.2% | +112.7% | +338.5% |
| All | +1,156.2% | +1,028.5% | +127.7% | +733.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling