+445.6%
AG vs GEN
+320.6%
+125.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.2% | -1.3% |
| 7D | +1.0% | -1.2% | +2.2% | +1.4% |
| 30D | +19.2% | +10.1% | +9.0% | +15.6% |
| 3M | +6.2% | +16.1% | -9.9% | +1.0% |
| 6M | -26.7% | +38.9% | -65.5% | -34.6% |
| YTD | +26.1% | +14.4% | +11.7% | +19.4% |
| 1Y | +131.7% | +5.9% | +125.8% | +124.5% |
| 3Y | +255.3% | +58.8% | +196.6% | +197.7% |
| 5Y | +61.9% | +24.7% | +37.3% | +42.6% |
| 10Y | +72.0% | +163.1% | -91.0% | +5.0% |
| All | +445.6% | +320.6% | +125.1% | +102.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling