+212.9%
AGI vs IBB
+64.8%
+148.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.3% |
| 7D | +4.4% | -1.7% | +6.0% | +5.3% |
| 30D | +10.0% | +4.9% | +5.1% | +7.4% |
| 3M | +1.7% | +24.2% | -22.5% | -8.7% |
| 6M | -26.8% | +23.8% | -50.6% | -34.0% |
| YTD | -5.3% | +23.0% | -28.3% | -14.2% |
| 1Y | +11.5% | +46.2% | -34.7% | -4.9% |
| 3Y | +212.9% | +64.8% | +148.1% | +158.0% |
| All | +212.9% | +64.8% | +148.1% | +158.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling