+90.9%
AG vs DOC
+15.7%
+75.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.6% |
| 7D | +6.3% | +6.5% | -0.2% | +4.0% |
| 30D | -8.9% | +9.2% | -18.1% | -12.0% |
| 3M | -12.2% | -2.5% | -9.7% | -11.5% |
| 6M | -28.3% | +7.1% | -35.4% | -30.5% |
| YTD | -8.8% | +33.0% | -41.8% | -18.7% |
| 1Y | +39.4% | +23.3% | +16.1% | +27.7% |
| 3Y | +229.4% | +44.9% | +184.5% | +184.2% |
| 5Y | +14.5% | -21.6% | +36.2% | +19.4% |
| All | +90.9% | +15.7% | +75.2% | +88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling