+337.4%
AGI vs TECH
+189.9%
+147.4%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -2.7% | -0.4% | -2.3% | -2.7% |
| 30D | +7.2% | 0.0% | +7.3% | +7.3% |
| 3M | +4.3% | +33.7% | -29.4% | +0.5% |
| 6M | -27.1% | +34.9% | -62.0% | -30.2% |
| YTD | -6.6% | +23.2% | -29.8% | -9.6% |
| 1Y | +9.5% | +36.3% | -26.8% | +4.5% |
| 3Y | +208.4% | +2.3% | +206.2% | +200.6% |
| 5Y | +401.6% | -42.9% | +444.5% | +402.3% |
| All | +337.4% | +189.9% | +147.4% | +415.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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