+49.1%
ADP vs BLDR
-8.6%
+57.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.5% | +3.3% | -0.7% |
| 7D | +3.2% | -3.7% | +6.9% | +3.6% |
| 30D | +14.9% | +16.8% | -1.9% | +12.4% |
| 3M | +11.6% | -13.7% | +25.4% | +13.2% |
| 6M | +48.5% | -21.9% | +70.3% | +51.4% |
| YTD | +20.6% | -39.2% | +59.8% | +26.5% |
| 1Y | +23.7% | -42.6% | +66.3% | +30.7% |
| 3Y | +47.8% | -50.2% | +98.0% | +50.7% |
| All | +49.1% | -8.6% | +57.7% | +19.6% |
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