+33.4%
AG vs BLDR
-38.1%
+71.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +9.3% | -0.1% | +5.8% |
| 7D | -2.6% | +24.4% | -27.0% | -10.5% |
| 30D | -12.1% | +24.9% | -37.0% | -19.6% |
| 3M | -6.6% | -7.8% | +1.2% | -3.8% |
| 6M | -20.5% | -5.8% | -14.7% | -20.0% |
| YTD | -7.4% | -32.5% | +25.0% | +7.0% |
| 1Y | +33.4% | -36.7% | +70.1% | +57.8% |
| All | +33.4% | -38.1% | +71.5% | +57.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling