+208.4%
AGI vs BEN
+51.0%
+157.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -2.7% | -3.1% | +0.4% | -2.2% |
| 30D | +7.2% | +0.2% | +7.1% | +7.2% |
| 3M | +4.3% | +6.8% | -2.6% | +3.0% |
| 6M | -27.1% | +38.1% | -65.2% | -30.3% |
| YTD | -6.6% | +44.3% | -51.0% | -11.3% |
| 1Y | +9.5% | +42.6% | -33.1% | +4.1% |
| 3Y | +208.4% | +52.3% | +156.1% | +199.3% |
| All | +208.4% | +51.0% | +157.5% | +199.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling