+69.8%
AG vs GEN
+147.0%
-77.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.1% | -2.2% | -4.7% |
| 7D | -6.0% | -3.0% | -3.1% | -5.6% |
| 30D | -14.3% | +24.7% | -39.0% | -17.8% |
| 3M | -26.9% | +4.1% | -31.0% | -28.0% |
| 6M | -42.1% | +36.0% | -78.1% | -45.9% |
| YTD | -15.9% | +10.9% | -26.7% | -18.6% |
| 1Y | +11.5% | +12.2% | -0.6% | +7.7% |
| 3Y | +208.0% | +63.3% | +144.7% | +176.9% |
| 5Y | +2.4% | +29.0% | -26.6% | -5.7% |
| All | +69.8% | +147.0% | -77.2% | +35.7% |
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