+13,164.2%
GOOG vs AGI
+2,397.3%
+10,766.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -2.1% |
| 7D | -1.6% | +2.2% | -3.8% | -1.6% |
| 30D | -7.7% | +11.3% | -18.9% | -8.0% |
| 3M | -9.3% | +5.6% | -14.9% | -9.5% |
| 6M | +7.4% | -27.7% | +35.1% | +8.4% |
| YTD | +4.9% | -4.1% | +8.9% | +4.7% |
| 1Y | +37.2% | +13.8% | +23.4% | +36.1% |
| 3Y | +141.6% | +217.0% | -75.4% | +131.7% |
| 5Y | +128.8% | +404.3% | -275.6% | +116.1% |
| 10Y | +772.7% | +400.5% | +372.2% | +718.3% |
| All | +13,164.2% | +2,397.3% | +10,766.9% | +11,861.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling