+11.9%
AG vs BLDR
-42.6%
+54.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.4% | -2.8% |
| 7D | -10.0% | -3.0% | -7.0% | -8.8% |
| 30D | -10.5% | +20.1% | -30.6% | -17.6% |
| 3M | -27.3% | -17.5% | -9.7% | -21.7% |
| 6M | -43.0% | -16.1% | -26.9% | -40.1% |
| YTD | -17.9% | -41.0% | +23.1% | 0.0% |
| 1Y | +11.9% | -41.6% | +53.5% | +36.3% |
| All | +11.9% | -42.6% | +54.5% | +36.3% |
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