+114.2%
ADI vs BLDR
-55.5%
+169.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.9% | +5.1% | +1.5% |
| 7D | +2.4% | -0.3% | +2.8% | +2.5% |
| 30D | -6.6% | -16.2% | +9.6% | -2.5% |
| 3M | -9.8% | -14.4% | +4.6% | -7.1% |
| 6M | +15.7% | -32.8% | +48.5% | +26.5% |
| YTD | +35.1% | -39.2% | +74.3% | +50.6% |
| 1Y | +47.7% | -57.7% | +105.4% | +81.7% |
| All | +114.2% | -55.5% | +169.8% | +146.1% |
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