+216.8%
AGI vs GEN
+57.6%
+159.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | +2.2% | -2.9% | +5.1% | +2.8% |
| 30D | +11.3% | +2.1% | +9.2% | +10.8% |
| 3M | +5.6% | +19.7% | -14.1% | +2.0% |
| 6M | -27.7% | +33.3% | -60.9% | -31.6% |
| YTD | -4.1% | +11.1% | -15.2% | -6.7% |
| 1Y | +13.8% | +3.0% | +10.8% | +11.9% |
| All | +216.8% | +57.6% | +159.1% | +197.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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