+694.6%
DELL vs AG
+272.3%
+422.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.9% | +2.1% |
| 7D | +25.6% | +4.5% | +21.1% | +24.6% |
| 30D | +17.7% | +12.9% | +4.8% | +14.4% |
| 3M | +33.4% | +20.9% | +12.5% | +27.2% |
| 6M | +266.2% | -19.5% | +285.7% | +274.9% |
| YTD | +328.0% | +24.8% | +303.2% | +298.8% |
| 1Y | +339.6% | +120.2% | +219.3% | +263.2% |
| 3Y | +694.6% | +279.0% | +415.6% | +456.2% |
| All | +694.6% | +272.3% | +422.3% | +456.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling