+41.2%
GOOGL vs AGI
+9.2%
+32.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.7% |
| 7D | 0.0% | -2.7% | +2.7% | +0.3% |
| 30D | -1.4% | +7.2% | -8.6% | -2.2% |
| 3M | -5.3% | +4.3% | -9.6% | -5.6% |
| 6M | +9.8% | -27.1% | +36.9% | +12.6% |
| YTD | +8.4% | -6.6% | +15.0% | +8.5% |
| 1Y | +41.2% | +9.5% | +31.7% | +34.4% |
| All | +41.2% | +9.2% | +32.0% | +34.4% |
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