+126.7%
AMAT vs BLDR
-8.6%
+135.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.5% | +8.7% | +5.9% |
| 7D | -14.7% | -3.7% | -11.1% | -13.9% |
| 30D | -36.1% | +16.8% | -52.9% | -40.7% |
| 3M | -36.9% | -13.7% | -23.1% | -34.5% |
| 6M | -22.2% | -21.9% | -0.3% | -16.7% |
| YTD | +29.9% | -39.2% | +69.1% | +51.0% |
| 1Y | +43.3% | -42.6% | +85.9% | +69.9% |
| 3Y | +142.7% | -50.2% | +192.9% | +175.8% |
| All | +126.7% | -8.6% | +135.4% | +62.9% |
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 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