+1,081.8%
AMT vs BLDR
+414.6%
+667.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -1.4% |
| 7D | -0.2% | -2.8% | +2.6% | +0.1% |
| 30D | +4.6% | -13.3% | +17.9% | +6.4% |
| 3M | -8.4% | -12.3% | +3.8% | -7.6% |
| 6M | -6.0% | -31.5% | +25.4% | -2.5% |
| YTD | +2.1% | -36.1% | +38.2% | +6.6% |
| 1Y | -6.4% | -54.1% | +47.7% | +1.6% |
| 3Y | +8.1% | -55.8% | +63.8% | +15.2% |
| 5Y | -31.9% | +20.7% | -52.7% | -37.3% |
| 10Y | +97.1% | +390.2% | -293.1% | +43.2% |
| All | +1,081.8% | +414.6% | +667.2% | +487.8% |
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