+138.3%
GOOGL vs AGI
+389.6%
-251.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.3% | +3.9% | +1.0% |
| 7D | -2.8% | -5.3% | +2.4% | -2.2% |
| 30D | -3.2% | +6.8% | -9.9% | -4.1% |
| 3M | -6.6% | +8.3% | -14.9% | -7.7% |
| 6M | +8.5% | -29.2% | +37.7% | +12.2% |
| YTD | +6.5% | -7.3% | +13.7% | +6.0% |
| 1Y | +39.4% | +8.0% | +31.4% | +35.5% |
| 3Y | +146.2% | +206.6% | -60.4% | +103.5% |
| 5Y | +138.3% | +398.1% | -259.8% | +85.6% |
| All | +138.3% | +389.6% | -251.3% | +85.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling