-11.8%
CAG vs BLDR
-52.1%
+40.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.5% | -3.4% | -1.3% |
| 7D | -3.8% | -2.8% | -0.9% | -3.4% |
| 30D | +3.1% | -13.3% | +16.4% | +5.4% |
| 3M | +23.5% | -12.3% | +35.7% | +24.9% |
| 6M | -14.8% | -31.5% | +16.6% | -9.1% |
| YTD | -5.4% | -36.1% | +30.6% | +1.9% |
| 1Y | -11.8% | -54.1% | +42.3% | +3.8% |
| All | -11.8% | -52.1% | +40.3% | +3.8% |
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