+84.8%
AME vs BLDR
+16.0%
+68.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +4.9% | +1.1% |
| 7D | +2.8% | -0.3% | +3.1% | +2.8% |
| 30D | -6.3% | -16.2% | +9.9% | -2.8% |
| 3M | +5.4% | -14.4% | +19.8% | +8.1% |
| 6M | +7.4% | -32.8% | +40.2% | +15.8% |
| YTD | +16.2% | -39.2% | +55.3% | +27.3% |
| 1Y | +26.8% | -57.7% | +84.5% | +50.1% |
| 3Y | +57.5% | -55.3% | +112.8% | +75.3% |
| 5Y | +84.8% | +15.6% | +69.2% | +56.1% |
| All | +84.8% | +16.0% | +68.8% | +56.1% |
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