+616.7%
ADI vs BLDR
+372.1%
+244.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.9% | +2.9% | +0.1% |
| 7D | +1.3% | -8.1% | +9.5% | +3.8% |
| 30D | -6.0% | -21.5% | +15.5% | +0.6% |
| 3M | -7.7% | -21.0% | +13.3% | -2.3% |
| 6M | +14.0% | -37.1% | +51.0% | +28.1% |
| YTD | +34.4% | -42.7% | +77.1% | +54.1% |
| 1Y | +48.0% | -58.0% | +105.9% | +85.3% |
| 3Y | +113.3% | -57.8% | +171.2% | +154.2% |
| 5Y | +131.1% | +10.3% | +120.8% | +97.2% |
| All | +616.7% | +372.1% | +244.6% | +283.0% |
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