+282.7%
AG vs BLDR
-56.4%
+339.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.9% | +4.0% | +2.6% |
| 7D | -0.1% | -2.7% | +2.6% | +0.6% |
| 30D | +12.5% | -14.7% | +27.2% | +17.1% |
| 3M | +28.2% | -20.8% | +49.0% | +35.2% |
| 6M | -18.8% | -35.3% | +16.5% | -10.6% |
| YTD | +27.4% | -40.3% | +67.7% | +42.9% |
| 1Y | +132.2% | -56.3% | +188.5% | +175.9% |
| All | +282.7% | -56.4% | +339.1% | +311.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling