+5,381.0%
AGI vs BEN
+524.9%
+4,856.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | +4.4% | +4.7% | -0.3% | +3.5% |
| 30D | +10.0% | +2.6% | +7.3% | +9.5% |
| 3M | +1.7% | +11.5% | -9.8% | -0.2% |
| 6M | -26.8% | +35.3% | -62.1% | -30.6% |
| YTD | -5.3% | +48.6% | -54.0% | -11.8% |
| 1Y | +11.5% | +46.7% | -35.2% | +4.0% |
| 3Y | +212.9% | +57.0% | +155.9% | +184.2% |
| 5Y | +388.8% | +41.8% | +347.0% | +344.2% |
| 10Y | +383.6% | +55.2% | +328.3% | +312.5% |
| All | +5,381.0% | +524.9% | +4,856.1% | +4,430.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling