+33.4%
AG vs BB
+88.0%
-54.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +7.0% | +2.2% | +7.5% |
| 7D | -2.6% | -6.8% | +4.2% | -1.1% |
| 30D | -12.1% | -3.5% | -8.6% | -11.5% |
| 3M | -6.6% | -1.2% | -5.4% | -6.8% |
| 6M | -20.5% | +57.0% | -77.4% | -24.9% |
| YTD | -7.4% | +131.1% | -138.6% | -20.2% |
| 1Y | +33.4% | +87.6% | -54.2% | +18.0% |
| All | +33.4% | +88.0% | -54.6% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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