-20.3%
AMRZ vs BLDR
-47.3%
+27.0%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.6% | +1.6% | -0.5% |
| 7D | -4.0% | -8.2% | +4.2% | -0.7% |
| 30D | +12.4% | +16.3% | -3.9% | +5.2% |
| 3M | -11.5% | -17.0% | +5.5% | -5.3% |
| 6M | -21.6% | -17.4% | -4.2% | -16.6% |
| YTD | -23.4% | -41.6% | +18.2% | -8.5% |
| 1Y | -17.2% | -43.5% | +26.3% | -0.4% |
| All | -20.3% | -47.3% | +27.0% | +0.2% |
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