+75.2%
AJG vs BLDR
+10.9%
+64.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.4% | -3.6% | -1.5% |
| 7D | -8.3% | -8.2% | 0.0% | -7.4% |
| 30D | -5.7% | -16.6% | +11.0% | -3.9% |
| 3M | +9.1% | -23.2% | +32.2% | +11.6% |
| 6M | +15.2% | -33.7% | +49.0% | +19.5% |
| YTD | -6.3% | -41.3% | +35.0% | -1.8% |
| 1Y | -19.1% | -58.8% | +39.7% | -11.8% |
| 3Y | +8.2% | -57.5% | +65.7% | +12.8% |
| All | +75.2% | +10.9% | +64.3% | +40.2% |
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