+88.6%
AG vs WY
-9.1%
+97.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.3% | -3.2% | -3.0% |
| 7D | -6.7% | -4.2% | -2.6% | -5.3% |
| 30D | +2.2% | -10.1% | +12.3% | +5.6% |
| 3M | +15.7% | -8.5% | +24.2% | +19.0% |
| 6M | -23.8% | -3.3% | -20.4% | -22.9% |
| YTD | +17.6% | -4.4% | +22.0% | +17.3% |
| 1Y | +88.6% | -11.5% | +100.1% | +97.9% |
| All | +88.6% | -9.1% | +97.7% | +97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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