+20.7%
ABT vs BLDR
-50.7%
+71.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +1.1% |
| 7D | -1.3% | -3.0% | +1.7% | -1.1% |
| 30D | +6.0% | +20.1% | -14.1% | +4.7% |
| 3M | -1.9% | -17.5% | +15.6% | -0.8% |
| 6M | +31.2% | -16.1% | +47.3% | +32.2% |
| YTD | -11.2% | -41.0% | +29.8% | -9.0% |
| 1Y | -14.0% | -41.6% | +27.6% | -11.9% |
| 3Y | +20.7% | -50.8% | +71.5% | +23.8% |
| All | +20.7% | -50.7% | +71.4% | +23.8% |
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