+65.7%
AG vs GEN
+152.9%
-87.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.4% | -4.8% | -2.8% |
| 7D | -10.0% | +2.0% | -12.0% | -10.3% |
| 30D | -10.5% | +27.7% | -38.2% | -14.5% |
| 3M | -27.3% | +3.3% | -30.5% | -28.1% |
| 6M | -43.0% | +31.8% | -74.8% | -46.3% |
| YTD | -17.9% | +13.5% | -31.4% | -20.9% |
| 1Y | +11.9% | +16.0% | -4.1% | +7.4% |
| 3Y | +201.8% | +70.6% | +131.2% | +169.3% |
| 5Y | -0.1% | +32.1% | -32.2% | -8.4% |
| All | +65.7% | +152.9% | -87.2% | +31.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling