+98.2%
DG vs AGI
+392.3%
-294.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.3% |
| 7D | -6.5% | -2.7% | -3.7% | -6.3% |
| 30D | +4.2% | +7.2% | -3.1% | +3.7% |
| 3M | +9.5% | +4.3% | +5.3% | +9.0% |
| 6M | -13.1% | -27.1% | +14.0% | -11.8% |
| YTD | -4.8% | -6.6% | +1.8% | -4.9% |
| 1Y | +20.6% | +9.5% | +11.1% | +19.3% |
| 3Y | +4.9% | +208.4% | -203.5% | -1.6% |
| 5Y | -37.9% | +401.6% | -439.5% | -43.0% |
| All | +98.2% | +392.3% | -294.2% | +82.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling