+7.7%
AG vs GEN
+35.2%
-27.4%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.1% | -3.2% | -1.6% |
| 7D | -4.0% | -0.8% | -3.2% | -3.9% |
| 30D | -13.1% | +31.2% | -44.3% | -18.7% |
| 3M | -22.0% | +6.1% | -28.1% | -23.7% |
| 6M | -37.3% | +38.1% | -75.4% | -43.0% |
| YTD | -11.2% | +14.4% | -25.6% | -15.3% |
| 1Y | +23.9% | +15.1% | +8.8% | +17.9% |
| 3Y | +225.1% | +68.5% | +156.6% | +175.4% |
| 5Y | +7.7% | +35.8% | -28.1% | -12.9% |
| All | +7.7% | +35.2% | -27.4% | -12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling