+377.4%
AGI vs IBB
+127.7%
+249.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.2% | -2.0% | -3.4% |
| 7D | -7.5% | +1.6% | -9.1% | -8.0% |
| 30D | -9.9% | +6.7% | -16.6% | -11.9% |
| 3M | -14.2% | +6.3% | -20.5% | -15.9% |
| 6M | -35.2% | +23.9% | -59.1% | -39.6% |
| YTD | -25.2% | +26.6% | -51.8% | -30.6% |
| 1Y | -14.3% | +29.6% | -44.0% | -21.0% |
| 3Y | +127.7% | +86.1% | +41.6% | +88.7% |
| 5Y | +243.4% | +40.3% | +203.1% | +201.5% |
| All | +377.4% | +127.7% | +249.6% | +288.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling