-54.8%
BLDR vs ADVB
-96.8%
+42.0%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -23.6% | +24.5% | +0.5% |
| 7D | -3.0% | +27.8% | -30.8% | -2.4% |
| 30D | +20.1% | -50.8% | +70.9% | +19.8% |
| 3M | -17.5% | -70.5% | +53.0% | -17.9% |
| 6M | -16.1% | -46.7% | +30.6% | -15.9% |
| YTD | -41.0% | -56.7% | +15.7% | -40.4% |
| 1Y | -41.6% | -71.8% | +30.2% | -40.5% |
| All | -54.8% | -96.8% | +42.0% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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