+4,206.7%
AGI vs IBB
+1,047.2%
+3,159.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -10.1% | -0.5% | -9.6% | -9.9% |
| 30D | -6.5% | +4.6% | -11.1% | -7.7% |
| 3M | -12.8% | +6.8% | -19.6% | -14.4% |
| 6M | -34.3% | +23.1% | -57.4% | -38.0% |
| YTD | -25.6% | +26.0% | -51.6% | -30.1% |
| 1Y | -14.2% | +30.4% | -44.6% | -20.1% |
| 3Y | +127.3% | +85.4% | +41.8% | +92.2% |
| 5Y | +241.8% | +39.7% | +202.0% | +208.0% |
| 10Y | +381.8% | +127.1% | +254.7% | +277.9% |
| All | +4,206.7% | +1,047.2% | +3,159.5% | +2,037.7% |
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