+960.2%
AMGN vs BLDR
+414.6%
+545.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.5% | -4.1% | -1.8% |
| 7D | +1.1% | -2.8% | +4.0% | +1.4% |
| 30D | +7.8% | -13.3% | +21.1% | +9.2% |
| 3M | +27.3% | -12.3% | +39.5% | +28.4% |
| 6M | +16.8% | -31.5% | +48.3% | +20.4% |
| YTD | +36.3% | -36.1% | +72.4% | +41.0% |
| 1Y | +60.4% | -54.1% | +114.5% | +70.9% |
| 3Y | +86.3% | -55.8% | +142.1% | +96.1% |
| 5Y | +125.7% | +20.7% | +104.9% | +112.5% |
| 10Y | +247.0% | +390.2% | -143.2% | +174.7% |
| All | +960.2% | +414.6% | +545.6% | +593.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling