+33.4%
AG vs GEN
+20.2%
+13.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +4.0% | +5.2% | +8.7% |
| 7D | -2.6% | +26.9% | -29.5% | -5.4% |
| 30D | -12.1% | +38.6% | -50.8% | -16.0% |
| 3M | -6.6% | +9.7% | -16.3% | -7.6% |
| 6M | -20.5% | +58.9% | -79.4% | -29.2% |
| YTD | -7.4% | +15.3% | -22.8% | -4.1% |
| 1Y | +33.4% | +21.8% | +11.6% | +40.1% |
| All | +33.4% | +20.2% | +13.2% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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