+666.3%
AGNC vs ACWI
+321.9%
+344.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.6% |
| 7D | +0.8% | +1.1% | -0.3% | +0.1% |
| 30D | -0.4% | -0.2% | -0.2% | -0.3% |
| 3M | +9.2% | +4.7% | +4.5% | +5.9% |
| 6M | +7.4% | +14.5% | -7.0% | -1.5% |
| YTD | +8.8% | +14.6% | -5.8% | -0.3% |
| 1Y | +18.3% | +21.4% | -3.2% | +4.3% |
| 3Y | +71.2% | +77.6% | -6.4% | +18.8% |
| 5Y | +34.8% | +68.1% | -33.3% | -3.2% |
| 10Y | +85.8% | +226.1% | -140.3% | -8.8% |
| All | +666.3% | +321.9% | +344.4% | +286.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded ACWI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling