+278.7%
AMD vs BLDR
-7.0%
+285.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.9% | +8.3% | +7.7% |
| 7D | +13.1% | -10.3% | +23.4% | +18.1% |
| 30D | -7.0% | +19.6% | -26.5% | -14.7% |
| 3M | +16.6% | -17.0% | +33.6% | +23.0% |
| 6M | +20.5% | -16.7% | +37.3% | +25.0% |
| YTD | +158.2% | -39.4% | +197.6% | +199.2% |
| 1Y | +132.8% | -41.7% | +174.5% | +172.6% |
| 3Y | +366.2% | -49.9% | +416.1% | +413.9% |
| 5Y | +278.7% | -7.6% | +286.3% | +153.4% |
| All | +278.7% | -7.0% | +285.7% | +153.4% |
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