+14.7%
ADP vs BLDR
-54.9%
+69.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.9% | +1.4% | -3.2% |
| 7D | -5.5% | -0.3% | -5.1% | -5.5% |
| 30D | -1.2% | -16.2% | +15.0% | -0.3% |
| 3M | +17.9% | -14.4% | +32.3% | +18.4% |
| 6M | +20.3% | -32.8% | +53.1% | +22.8% |
| YTD | +5.8% | -39.2% | +45.0% | +8.6% |
| 1Y | -7.7% | -57.7% | +50.0% | -2.6% |
| 3Y | +14.7% | -55.3% | +70.0% | +16.9% |
| All | +14.7% | -54.9% | +69.6% | +16.9% |
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