+44.8%
AGRO vs SPY
+82.8%
-38.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.7% |
| 7D | +9.6% | +0.1% | +9.5% | +9.5% |
| 30D | +26.7% | +0.1% | +26.6% | +26.5% |
| 3M | -2.8% | +2.0% | -4.8% | -4.0% |
| 6M | +23.8% | +13.0% | +10.8% | +15.0% |
| YTD | +49.7% | +13.5% | +36.2% | +38.7% |
| 1Y | +43.4% | +20.0% | +23.4% | +28.4% |
| 3Y | +8.0% | +77.2% | -69.1% | -27.7% |
| All | +44.8% | +82.8% | -38.0% | -2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling