+72.8%
AG vs GEN
+20.0%
+52.8%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.2% | +2.1% |
| 7D | -0.1% | -2.9% | +2.8% | +0.7% |
| 30D | +12.5% | +2.1% | +10.4% | +11.7% |
| 3M | +28.2% | +19.7% | +8.4% | +21.8% |
| 6M | -18.8% | +33.3% | -52.1% | -25.5% |
| YTD | +27.4% | +11.1% | +16.3% | +22.9% |
| 1Y | +132.2% | +3.0% | +129.2% | +128.4% |
| 3Y | +286.9% | +57.9% | +229.0% | +234.8% |
| 5Y | +72.8% | +20.6% | +52.2% | +47.6% |
| All | +72.8% | +20.0% | +52.8% | +47.6% |
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