+404.3%
AGI vs IBB
+20.0%
+384.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.7% |
| 7D | +2.2% | -3.9% | +6.1% | +4.1% |
| 30D | +11.3% | +2.7% | +8.5% | +10.0% |
| 3M | +5.6% | +21.4% | -15.7% | -3.3% |
| 6M | -27.7% | +20.1% | -47.7% | -33.4% |
| YTD | -4.1% | +21.9% | -25.9% | -12.1% |
| 1Y | +13.8% | +44.1% | -30.3% | -2.4% |
| 3Y | +217.0% | +63.4% | +153.7% | +156.7% |
| 5Y | +404.3% | +19.8% | +384.6% | +271.9% |
| All | +404.3% | +20.0% | +384.4% | +271.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling