+3,313.5%
DELL vs AG
-10.5%
+3,323.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -1.1% | +12.9% | +11.9% |
| 7D | +0.4% | -4.0% | +4.4% | +1.0% |
| 30D | -35.1% | -13.1% | -22.1% | -33.9% |
| 3M | -15.1% | -22.0% | +6.9% | -12.4% |
| 6M | +51.7% | -37.3% | +89.0% | +60.2% |
| YTD | +200.0% | -11.2% | +211.2% | +201.3% |
| 1Y | +172.1% | +23.9% | +148.2% | +162.5% |
| 3Y | +431.2% | +225.1% | +206.1% | +350.1% |
| 5Y | +633.1% | +7.7% | +625.4% | +564.1% |
| 10Y | +2,886.3% | +86.9% | +2,799.5% | +2,430.0% |
| All | +3,313.5% | -10.5% | +3,323.9% | +3,186.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling