+319.1%
DELL vs AG
+125.2%
+193.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +2.0% |
| 7D | +14.9% | +1.0% | +13.9% | +14.7% |
| 30D | +13.3% | +19.2% | -5.9% | +8.2% |
| 3M | +24.4% | +6.2% | +18.2% | +21.0% |
| 6M | +258.0% | -26.7% | +284.7% | +272.9% |
| YTD | +320.2% | +26.1% | +294.1% | +286.0% |
| 1Y | +319.1% | +131.7% | +187.4% | +246.3% |
| All | +319.1% | +125.2% | +193.9% | +246.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling