+120.2%
AG vs ROIV
+221.6%
-101.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +18.8% | -19.8% | -6.7% |
| 7D | +4.5% | +20.2% | -15.7% | -2.0% |
| 30D | +12.9% | +14.1% | -1.3% | +7.8% |
| 3M | +20.9% | +45.6% | -24.6% | +5.6% |
| 6M | -19.5% | +44.1% | -63.7% | -29.6% |
| YTD | +24.8% | +91.2% | -66.4% | +1.8% |
| 1Y | +120.2% | +221.3% | -101.1% | +98.6% |
| All | +120.2% | +221.6% | -101.3% | +98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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