+38.6%
GILD vs AGI
+2.1%
+36.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.4% | -2.8% | -0.5% |
| 7D | -2.2% | +16.0% | -18.2% | -3.0% |
| 30D | +13.6% | +1.0% | +12.7% | +13.3% |
| 3M | +28.3% | +2.5% | +25.8% | +27.7% |
| 6M | +23.9% | -24.0% | +48.0% | +26.2% |
| YTD | +38.4% | -17.2% | +55.7% | +41.3% |
| 1Y | +38.6% | +4.9% | +33.7% | +39.1% |
| All | +38.6% | +2.1% | +36.4% | +39.1% |
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