+0.3%
AGI vs UUUU
-55.1%
+55.4%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -0.8% | +11.6% | +11.0% |
| 7D | -5.3% | -14.4% | +9.1% | -0.7% |
| 30D | -7.1% | -33.6% | +26.5% | +4.6% |
| 3M | +4.4% | -44.2% | +48.6% | +23.1% |
| 6M | -23.0% | -66.8% | +43.8% | +3.3% |
| YTD | -22.0% | -50.6% | +28.6% | -2.1% |
| 1Y | +0.3% | -57.8% | +58.1% | +29.8% |
| All | +0.3% | -55.1% | +55.4% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 1y: compounded portfolio wealth divided by compounded UUUU 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…
1y analysis · Full analysis span regression · 6 months rolling