+755.6%
GOOGL vs AGI
+392.3%
+363.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.7% |
| 7D | 0.0% | -2.7% | +2.7% | +0.2% |
| 30D | -1.4% | +7.2% | -8.6% | -1.9% |
| 3M | -5.3% | +4.3% | -9.6% | -5.7% |
| 6M | +9.8% | -27.1% | +36.9% | +11.5% |
| YTD | +8.4% | -6.6% | +15.0% | +8.2% |
| 1Y | +41.2% | +9.5% | +31.7% | +39.3% |
| 3Y | +149.6% | +208.4% | -58.9% | +130.7% |
| 5Y | +142.6% | +401.6% | -259.1% | +118.1% |
| All | +755.6% | +392.3% | +363.2% | +679.5% |
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