+1,267.7%
ADP vs BLDR
+414.6%
+853.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.5% | -4.6% | -2.4% |
| 7D | -3.4% | -2.8% | -0.6% | -3.1% |
| 30D | +2.8% | -13.3% | +16.1% | +4.4% |
| 3M | +20.9% | -12.3% | +33.2% | +22.1% |
| 6M | +29.9% | -31.5% | +61.3% | +34.4% |
| YTD | +9.6% | -36.1% | +45.7% | +14.0% |
| 1Y | -5.3% | -54.1% | +48.8% | +2.1% |
| 3Y | +16.5% | -55.8% | +72.2% | +23.2% |
| 5Y | +49.4% | +20.7% | +28.7% | +38.0% |
| 10Y | +282.2% | +390.2% | -108.0% | +190.1% |
| All | +1,267.7% | +414.6% | +853.1% | +687.7% |
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