+269.3%
C vs AGI
+208.5%
+60.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.6% |
| 7D | +3.2% | +4.4% | -1.2% | +2.9% |
| 30D | +1.3% | +10.0% | -8.7% | +0.7% |
| 3M | +3.1% | +1.7% | +1.4% | +2.7% |
| 6M | +29.6% | -26.8% | +56.4% | +31.0% |
| YTD | +19.0% | -5.3% | +24.3% | +18.4% |
| 1Y | +45.6% | +11.5% | +34.2% | +43.6% |
| 3Y | +269.3% | +212.9% | +56.4% | +214.5% |
| All | +269.3% | +208.5% | +60.8% | +214.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling