+291.5%
C vs AGI
+388.9%
-97.4%
-56.5%
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 | +0.5% | -3.3% | +3.8% | +0.5% |
| 7D | +0.3% | -5.3% | +5.5% | +0.3% |
| 30D | +2.0% | +6.8% | -4.7% | +1.9% |
| 3M | +4.4% | +8.3% | -3.9% | +4.2% |
| 6M | +28.3% | -29.2% | +57.6% | +28.4% |
| YTD | +20.5% | -7.3% | +27.7% | +20.5% |
| 1Y | +45.5% | +8.0% | +37.5% | +45.5% |
| 3Y | +274.0% | +206.6% | +67.5% | +273.9% |
| 5Y | +136.1% | +398.1% | -262.0% | +138.1% |
| All | +291.5% | +388.9% | -97.4% | +318.8% |
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 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