+159.9%
DELL vs AG
+7.9%
+152.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -2.4% | -4.7% | -6.5% |
| 7D | +4.9% | -10.0% | +14.8% | +8.1% |
| 30D | -32.1% | -10.5% | -21.6% | -29.8% |
| 3M | -30.2% | -27.3% | -3.0% | -23.9% |
| 6M | +41.7% | -43.0% | +84.7% | +60.9% |
| YTD | +176.6% | -17.9% | +194.5% | +185.0% |
| 1Y | +159.9% | +11.9% | +148.0% | +146.6% |
| All | +159.9% | +7.9% | +152.1% | +146.6% |
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