+88.6%
AG vs TRI
-40.4%
+129.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.7% | -4.6% | -2.8% |
| 7D | -6.7% | -7.9% | +1.2% | -7.2% |
| 30D | +2.2% | -4.5% | +6.7% | +2.0% |
| 3M | +15.7% | +22.1% | -6.4% | +17.1% |
| 6M | -23.8% | -2.8% | -21.0% | -21.1% |
| YTD | +17.6% | -23.4% | +41.0% | +46.3% |
| 1Y | +88.6% | -41.5% | +130.2% | +213.4% |
| All | +88.6% | -40.4% | +129.0% | +213.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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