+197.1%
ABT vs BLDR
+383.3%
-186.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.4% | -3.7% | -1.7% |
| 7D | -5.9% | -8.2% | +2.3% | -4.8% |
| 30D | -8.1% | -16.6% | +8.5% | -5.9% |
| 3M | +14.5% | -23.2% | +37.7% | +18.0% |
| 6M | -6.3% | -33.7% | +27.5% | -1.8% |
| YTD | -17.1% | -41.3% | +24.2% | -12.1% |
| 1Y | -21.4% | -58.8% | +37.4% | -12.7% |
| 3Y | +5.9% | -57.5% | +63.4% | +13.2% |
| 5Y | -12.8% | +12.9% | -25.7% | -22.8% |
| All | +197.1% | +383.3% | -186.2% | +102.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling