+131.7%
AG vs BEN
+42.6%
+89.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.5% | -5.5% | -3.7% |
| 7D | +1.0% | +0.2% | +0.8% | +0.9% |
| 30D | +19.2% | -0.5% | +19.7% | +19.5% |
| 3M | +6.2% | +9.7% | -3.6% | +1.4% |
| 6M | -26.7% | +33.9% | -60.6% | -34.6% |
| YTD | +26.1% | +49.0% | -22.9% | +7.4% |
| 1Y | +131.7% | +42.1% | +89.5% | +109.4% |
| All | +131.7% | +42.6% | +89.1% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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