+135.1%
ADI vs BLDR
+13.4%
+121.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +1.1% |
| 7D | +2.6% | -2.7% | +5.3% | +3.4% |
| 30D | -4.6% | -14.7% | +10.1% | -0.3% |
| 3M | -9.5% | -20.8% | +11.3% | -4.1% |
| 6M | +14.8% | -35.3% | +50.2% | +28.6% |
| YTD | +35.8% | -40.3% | +76.2% | +54.5% |
| 1Y | +48.9% | -56.3% | +105.2% | +86.4% |
| 3Y | +115.6% | -56.1% | +171.7% | +152.4% |
| 5Y | +135.1% | +12.9% | +122.2% | +82.2% |
| All | +135.1% | +13.4% | +121.7% | +82.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling