+94.3%
AG vs FND
-45.9%
+140.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.5% | -3.4% | -4.3% |
| 7D | -5.8% | -5.1% | -0.7% | -4.0% |
| 30D | +6.4% | -22.5% | +28.9% | +16.6% |
| 3M | +28.4% | -5.0% | +33.4% | +29.2% |
| 6M | -24.5% | -21.5% | -2.9% | -17.6% |
| YTD | +21.2% | -23.0% | +44.2% | +35.9% |
| All | +94.3% | -45.9% | +140.2% | +80.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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