+109.1%
AMGN vs BLDR
+7.7%
+101.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.9% | +1.7% | -1.8% |
| 7D | -13.9% | -8.1% | -5.8% | -13.0% |
| 30D | -7.1% | -21.5% | +14.3% | -4.6% |
| 3M | +13.9% | -21.0% | +34.9% | +16.6% |
| 6M | +3.2% | -37.1% | +40.3% | +8.0% |
| YTD | +19.2% | -42.7% | +61.9% | +25.5% |
| 1Y | +41.1% | -58.0% | +99.1% | +53.5% |
| 3Y | +61.3% | -57.8% | +119.1% | +72.7% |
| 5Y | +109.1% | +10.3% | +98.8% | +101.5% |
| All | +109.1% | +7.7% | +101.3% | +101.5% |
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