+853.4%
AMGN vs BLDR
+389.5%
+463.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -4.9% | -5.2% | -9.6% |
| 7D | -10.3% | -0.3% | -9.9% | -10.2% |
| 30D | -3.8% | -16.2% | +12.4% | -2.2% |
| 3M | +14.4% | -14.4% | +28.8% | +15.7% |
| 6M | +7.8% | -32.8% | +40.6% | +11.4% |
| YTD | +22.6% | -39.2% | +61.8% | +27.4% |
| 1Y | +44.2% | -57.7% | +101.9% | +54.9% |
| 3Y | +65.8% | -55.3% | +121.1% | +74.5% |
| 5Y | +108.0% | +15.6% | +92.4% | +96.7% |
| 10Y | +209.9% | +359.8% | -149.9% | +146.9% |
| All | +853.4% | +389.5% | +463.9% | +526.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling