+305.2%
CG vs AGI
+392.3%
-87.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.7% |
| 7D | -9.9% | -2.7% | -7.1% | -9.7% |
| 30D | -11.7% | +7.2% | -18.9% | -12.0% |
| 3M | -4.3% | +4.3% | -8.5% | -4.6% |
| 6M | -8.8% | -27.1% | +18.3% | -7.7% |
| YTD | -26.9% | -6.6% | -20.3% | -27.0% |
| 1Y | -35.4% | +9.5% | -44.9% | -36.1% |
| 3Y | +43.0% | +208.4% | -165.4% | +34.9% |
| 5Y | +1.9% | +401.6% | -399.7% | -5.1% |
| All | +305.2% | +392.3% | -87.2% | +289.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling