+143.3%
DELL vs AGI
-1.1%
+144.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +10.8% | -19.6% | -12.1% |
| 7D | -24.6% | -5.3% | -19.3% | -23.3% |
| 30D | -32.5% | -7.1% | -25.3% | -30.8% |
| 3M | -20.2% | +4.4% | -24.6% | -21.4% |
| 6M | +76.5% | -23.0% | +99.5% | +90.5% |
| YTD | +198.9% | -22.0% | +220.9% | +220.1% |
| 1Y | +143.3% | +0.3% | +143.1% | +129.2% |
| All | +143.3% | -1.1% | +144.4% | +129.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling