+100.6%
AMT vs BLDR
+372.1%
-271.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.9% | +2.5% | -0.9% |
| 7D | -2.7% | -8.1% | +5.4% | -1.6% |
| 30D | +2.0% | -21.5% | +23.5% | +5.2% |
| 3M | -9.3% | -21.0% | +11.7% | -7.1% |
| 6M | -5.2% | -37.1% | +31.8% | -0.3% |
| YTD | +0.5% | -42.7% | +43.1% | +6.7% |
| 1Y | -7.3% | -58.0% | +50.7% | +2.5% |
| 3Y | +6.2% | -57.8% | +64.1% | +14.4% |
| 5Y | -31.2% | +10.3% | -41.5% | -36.9% |
| All | +100.6% | +372.1% | -271.6% | +59.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling