+31.3%
AGRO vs SPY
+312.5%
-281.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.1% |
| 7D | +5.8% | -0.4% | +6.1% | +6.0% |
| 30D | +29.0% | -1.4% | +30.4% | +30.0% |
| 3M | +10.4% | +3.7% | +6.7% | +7.1% |
| 6M | +25.8% | +13.0% | +12.8% | +13.9% |
| YTD | +58.5% | +12.4% | +46.1% | +44.0% |
| 1Y | +58.5% | +18.5% | +40.0% | +38.2% |
| 3Y | +15.4% | +77.6% | -62.3% | -28.7% |
| 5Y | +54.6% | +81.7% | -27.1% | -6.8% |
| 10Y | +31.3% | +319.7% | -288.3% | -62.6% |
| All | +31.3% | +312.5% | -281.2% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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