+56.2%
AG vs BLDR
+10.9%
+45.3%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.4% | -5.3% | -3.6% |
| 7D | -6.7% | -8.2% | +1.5% | -4.6% |
| 30D | +2.2% | -16.6% | +18.8% | +7.1% |
| 3M | +15.7% | -23.2% | +38.9% | +23.0% |
| 6M | -23.8% | -33.7% | +9.9% | -16.1% |
| YTD | +17.6% | -41.3% | +59.0% | +33.1% |
| 1Y | +88.6% | -58.8% | +147.4% | +130.5% |
| 3Y | +253.4% | -57.5% | +310.9% | +310.2% |
| All | +56.2% | +10.9% | +45.3% | +24.2% |
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