+199.9%
B vs AGI
+388.9%
-189.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.3% | +0.8% | -0.7% |
| 7D | -5.0% | -5.3% | +0.2% | -2.1% |
| 30D | +8.7% | +6.8% | +2.0% | +4.9% |
| 3M | +17.3% | +8.3% | +9.0% | +11.7% |
| 6M | -5.0% | -29.2% | +24.2% | +14.3% |
| YTD | +1.4% | -7.3% | +8.7% | +4.4% |
| 1Y | +50.5% | +8.0% | +42.5% | +42.7% |
| 3Y | +194.4% | +206.6% | -12.2% | +60.4% |
| 5Y | +156.7% | +398.1% | -241.5% | +8.7% |
| All | +199.9% | +388.9% | -189.0% | +21.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling