+94.3%
AG vs BLDR
-58.4%
+152.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.9% | -0.9% | -3.5% |
| 7D | -5.8% | -8.1% | +2.3% | -3.0% |
| 30D | +6.4% | -21.5% | +27.8% | +15.4% |
| 3M | +28.4% | -21.0% | +49.3% | +37.7% |
| 6M | -24.5% | -37.1% | +12.6% | -13.1% |
| YTD | +21.2% | -42.7% | +63.9% | +44.7% |
| All | +94.3% | -58.4% | +152.7% | +132.9% |
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 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