+208.4%
AGI vs TXG
+43.8%
+164.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.3% | -2.6% | +0.2% |
| 7D | -2.7% | +9.5% | -12.2% | -4.0% |
| 30D | +7.2% | +18.8% | -11.5% | +4.7% |
| 3M | +4.3% | +136.1% | -131.9% | -7.1% |
| 6M | -27.1% | +235.2% | -262.3% | -37.8% |
| YTD | -6.6% | +320.5% | -327.1% | -21.9% |
| 1Y | +9.5% | +425.2% | -415.7% | -10.4% |
| 3Y | +208.4% | +42.9% | +165.5% | +187.1% |
| All | +208.4% | +43.8% | +164.7% | +187.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 3y: compounded portfolio wealth divided by compounded TXG 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…
3y analysis · Full analysis span regression · 6 months rolling