+33.4%
AG vs Q
+19.7%
+13.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.1% | +9.2% | +9.2% |
| 7D | -2.6% | -3.3% | +0.7% | -0.9% |
| 30D | -12.1% | -9.7% | -2.4% | -7.5% |
| 3M | -6.6% | -16.1% | +9.5% | +1.3% |
| 6M | -20.5% | -15.7% | -4.8% | -15.5% |
| YTD | -7.4% | +45.7% | -53.2% | -23.2% |
| 1Y | +33.4% | +18.0% | +15.4% | +23.4% |
| All | +33.4% | +19.7% | +13.7% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling