+255.2%
AG vs BEN
+106.3%
+148.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.9% | -2.6% |
| 7D | -10.0% | +6.8% | -16.7% | -12.3% |
| 30D | -10.5% | +18.0% | -28.5% | -16.0% |
| 3M | -27.3% | +7.5% | -34.7% | -29.2% |
| 6M | -43.0% | +14.7% | -57.7% | -45.8% |
| YTD | -17.9% | +56.1% | -74.0% | -31.0% |
| 1Y | +11.9% | +69.6% | -57.7% | -8.8% |
| 3Y | +201.8% | +87.7% | +114.1% | +132.2% |
| 5Y | -0.1% | +28.6% | -28.7% | -13.5% |
| 10Y | +72.7% | +59.8% | +12.9% | +22.9% |
| All | +255.2% | +106.3% | +148.9% | +64.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling