+66.5%
AG vs SPXU
-99.5%
+166.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.8% | -6.7% | -4.3% |
| 7D | -5.8% | +6.4% | -12.2% | -4.1% |
| 30D | +6.4% | +5.9% | +0.4% | +8.3% |
| 3M | +28.4% | -11.7% | +40.0% | +25.5% |
| 6M | -24.5% | -28.7% | +4.2% | -28.8% |
| YTD | +21.2% | -26.4% | +47.5% | +16.1% |
| 1Y | +114.1% | -35.2% | +149.3% | +101.0% |
| 3Y | +268.0% | -79.8% | +347.8% | +184.5% |
| 5Y | +67.3% | -86.1% | +153.4% | +31.1% |
| All | +66.5% | -99.5% | +166.1% | -15.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling