+5,459.2%
AGI vs GEN
+695.4%
+4,763.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -1.6% |
| 7D | +0.6% | -1.2% | +1.8% | +0.8% |
| 30D | +18.2% | +10.1% | +8.1% | +16.7% |
| 3M | -4.1% | +16.1% | -20.2% | -6.1% |
| 6M | -28.7% | +38.9% | -67.6% | -32.1% |
| YTD | -4.0% | +14.4% | -18.4% | -6.2% |
| 1Y | +17.4% | +5.9% | +11.6% | +15.8% |
| 3Y | +203.0% | +58.8% | +144.2% | +180.7% |
| 5Y | +376.7% | +24.7% | +352.0% | +350.0% |
| 10Y | +407.5% | +163.1% | +244.4% | +319.1% |
| All | +5,459.2% | +695.4% | +4,763.8% | +3,813.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling