+5,381.0%
AGI vs TECH
+1,208.0%
+4,173.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | +4.4% | +0.2% | +4.2% | +4.4% |
| 30D | +10.0% | +0.1% | +9.8% | +9.9% |
| 3M | +1.7% | +37.5% | -35.8% | -2.9% |
| 6M | -26.8% | +34.6% | -61.4% | -30.5% |
| YTD | -5.3% | +23.5% | -28.8% | -9.0% |
| 1Y | +11.5% | +34.4% | -22.9% | +5.6% |
| 3Y | +212.9% | +2.3% | +210.7% | +202.9% |
| 5Y | +388.8% | -41.7% | +430.5% | +403.1% |
| 10Y | +383.6% | +177.6% | +205.9% | +294.8% |
| All | +5,381.0% | +1,208.0% | +4,173.0% | +4,072.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling