+1,465.9%
ADI vs BLDR
+414.6%
+1,051.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.5% | -0.9% | +1.2% |
| 7D | +0.4% | -2.8% | +3.3% | +0.9% |
| 30D | -3.8% | -13.3% | +9.5% | -1.7% |
| 3M | -15.3% | -12.3% | -3.0% | -13.9% |
| 6M | +6.7% | -31.5% | +38.1% | +12.5% |
| YTD | +34.8% | -36.1% | +70.8% | +43.2% |
| 1Y | +49.0% | -54.1% | +103.1% | +66.7% |
| 3Y | +108.1% | -55.8% | +163.8% | +129.4% |
| 5Y | +142.4% | +20.7% | +121.7% | +125.6% |
| 10Y | +589.9% | +390.2% | +199.7% | +401.7% |
| All | +1,465.9% | +414.6% | +1,051.3% | +849.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling