+0.3%
AGI vs BEN
+56.2%
-56.0%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +4.7% | +6.1% | +8.8% |
| 7D | -5.3% | +6.7% | -12.0% | -7.7% |
| 30D | -7.1% | +3.0% | -10.2% | -8.4% |
| 3M | +4.4% | -4.3% | +8.8% | +5.6% |
| 6M | -23.0% | +16.4% | -39.4% | -26.9% |
| YTD | -22.0% | +46.8% | -68.8% | -31.0% |
| 1Y | +0.3% | +57.3% | -57.1% | -14.0% |
| All | +0.3% | +56.2% | -56.0% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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