+65.7%
AMGN vs BLDR
-38.1%
+103.8%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +9.3% | -5.5% | +2.5% |
| 7D | +5.9% | +24.4% | -18.5% | +2.8% |
| 30D | +18.7% | +24.9% | -6.2% | +15.0% |
| 3M | +23.4% | -7.8% | +31.2% | +23.7% |
| 6M | +49.7% | -5.8% | +55.5% | +49.5% |
| YTD | +49.2% | -32.5% | +81.6% | +52.0% |
| 1Y | +65.7% | -36.7% | +102.4% | +71.6% |
| All | +65.7% | -38.1% | +103.8% | +71.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling