+279.0%
AG vs GEN
+57.7%
+221.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | -0.3% |
| 7D | +4.5% | -0.7% | +5.2% | +4.7% |
| 30D | +12.9% | +2.6% | +10.2% | +12.0% |
| 3M | +20.9% | +15.8% | +5.2% | +15.9% |
| 6M | -19.5% | +33.1% | -52.7% | -26.2% |
| YTD | +24.8% | +11.3% | +13.5% | +20.7% |
| 1Y | +120.2% | +1.7% | +118.6% | +118.7% |
| 3Y | +279.0% | +58.1% | +220.9% | +232.5% |
| All | +279.0% | +57.7% | +221.3% | +232.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling