+33.4%
AG vs SPXU
-30.4%
+63.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -4.9% | +14.0% | +4.4% |
| 7D | -2.6% | +2.2% | -4.8% | +0.2% |
| 30D | -12.1% | +3.8% | -15.9% | -7.6% |
| 3M | -6.6% | +3.3% | -9.9% | -1.3% |
| 6M | -20.5% | -16.7% | -3.7% | -26.8% |
| YTD | -7.4% | -28.6% | +21.2% | -19.6% |
| 1Y | +33.4% | -30.6% | +64.0% | +15.7% |
| All | +33.4% | -30.4% | +63.7% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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