+5,381.0%
AGI vs BB
+197.0%
+5,184.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.2% | -3.6% | -1.5% |
| 7D | +4.4% | +0.5% | +3.9% | +4.3% |
| 30D | +10.0% | -12.4% | +22.3% | +10.8% |
| 3M | +1.7% | -15.3% | +17.0% | +2.4% |
| 6M | -26.8% | +128.8% | -155.6% | -30.8% |
| YTD | -5.3% | +107.7% | -113.0% | -10.1% |
| 1Y | +11.5% | +103.9% | -92.4% | +5.9% |
| 3Y | +212.9% | +72.6% | +140.3% | +194.9% |
| 5Y | +388.8% | -24.3% | +413.0% | +372.2% |
| 10Y | +383.6% | +3.1% | +380.4% | +340.2% |
| All | +5,381.0% | +197.0% | +5,184.0% | +5,019.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 all: compounded portfolio wealth divided by compounded BB 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…
all analysis · Full analysis span regression · 6 months rolling