+247.2%
AMAT vs BLDR
+20.2%
+227.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.5% | +1.8% | +3.3% |
| 7D | -1.5% | -2.8% | +1.3% | -0.4% |
| 30D | -14.8% | -13.3% | -1.5% | -10.3% |
| 3M | -9.3% | -12.3% | +3.0% | -5.4% |
| 6M | +27.4% | -31.5% | +58.9% | +45.7% |
| YTD | +77.6% | -36.1% | +113.6% | +105.8% |
| 1Y | +188.9% | -54.1% | +243.0% | +281.7% |
| 3Y | +202.3% | -55.8% | +258.1% | +271.8% |
| All | +247.2% | +20.2% | +227.0% | +127.5% |
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