-72.2%
CHWY vs AGI
+400.3%
-472.5%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.2% |
| 7D | -13.6% | -2.7% | -10.9% | -13.2% |
| 30D | -8.5% | +7.2% | -15.8% | -9.9% |
| 3M | +8.9% | +4.3% | +4.6% | +7.4% |
| 6M | -20.5% | -27.1% | +6.6% | -16.2% |
| YTD | -38.2% | -6.6% | -31.5% | -38.5% |
| 1Y | -43.3% | +9.5% | -52.8% | -45.9% |
| 3Y | -8.5% | +208.4% | -217.0% | -35.3% |
| All | -72.2% | +400.3% | -472.5% | -83.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling