-18.5%
AMRZ vs BLDR
-45.2%
+26.7%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.5% | +2.7% | 0.0% |
| 7D | +1.2% | -3.7% | +4.8% | +2.6% |
| 30D | +15.1% | +16.8% | -1.7% | +7.6% |
| 3M | -18.1% | -13.7% | -4.3% | -13.7% |
| 6M | -23.5% | -21.9% | -1.6% | -16.9% |
| YTD | -21.6% | -39.2% | +17.6% | -7.9% |
| 1Y | -14.7% | -42.6% | +27.9% | +1.7% |
| All | -18.5% | -45.2% | +26.7% | +1.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling