+44.9%
AMZN vs BLDR
+13.4%
+31.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.2% |
| 7D | -1.0% | -2.7% | +1.7% | -0.2% |
| 30D | -9.2% | -14.7% | +5.5% | -4.9% |
| 3M | +3.4% | -20.8% | +24.2% | +9.7% |
| 6M | +18.2% | -35.3% | +53.6% | +32.9% |
| YTD | +9.3% | -40.3% | +49.7% | +24.6% |
| 1Y | +5.9% | -56.3% | +62.2% | +33.5% |
| 3Y | +82.6% | -56.1% | +138.7% | +108.7% |
| 5Y | +44.9% | +12.9% | +32.0% | -1.9% |
| All | +44.9% | +13.4% | +31.5% | -1.9% |
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