+96.9%
AU vs AGI
+17.6%
+79.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -0.6% |
| 7D | -3.6% | +0.6% | -4.2% | -4.3% |
| 30D | +23.9% | +18.2% | +5.7% | +7.1% |
| 3M | +19.1% | -4.1% | +23.2% | +23.1% |
| 6M | -0.2% | -28.7% | +28.5% | +33.2% |
| YTD | +32.5% | -4.0% | +36.4% | +36.3% |
| 1Y | +96.9% | +17.4% | +79.5% | +69.8% |
| All | +96.9% | +17.6% | +79.3% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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