+282.7%
AG vs FND
-50.0%
+332.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.3% |
| 7D | -0.1% | -0.8% | +0.7% | +0.1% |
| 30D | +12.5% | -19.6% | +32.0% | +19.6% |
| 3M | +28.2% | -4.3% | +32.5% | +28.9% |
| 6M | -18.8% | -20.4% | +1.6% | -14.5% |
| YTD | +27.4% | -21.9% | +49.2% | +35.4% |
| 1Y | +132.2% | -45.2% | +177.4% | +165.8% |
| All | +282.7% | -50.0% | +332.7% | +314.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling