+5,459.2%
AGI vs IBB
+1,044.0%
+4,415.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.7% |
| 7D | +0.6% | +1.4% | -0.8% | +0.2% |
| 30D | +18.2% | +10.5% | +7.7% | +15.1% |
| 3M | -4.1% | +23.6% | -27.8% | -9.6% |
| 6M | -28.7% | +22.6% | -51.3% | -32.6% |
| YTD | -4.0% | +25.7% | -29.7% | -9.7% |
| 1Y | +17.4% | +51.4% | -34.0% | +5.2% |
| 3Y | +203.0% | +64.4% | +138.6% | +164.3% |
| 5Y | +376.7% | +22.1% | +354.5% | +343.0% |
| 10Y | +407.5% | +132.5% | +275.0% | +295.7% |
| All | +5,459.2% | +1,044.0% | +4,415.1% | +2,663.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling