+13,503.3%
GOOGL vs AGI
+2,364.8%
+11,138.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | 0.0% |
| 7D | +1.1% | +4.4% | -3.3% | +0.9% |
| 30D | -4.4% | +10.0% | -14.4% | -4.8% |
| 3M | -6.8% | +1.7% | -8.5% | -6.9% |
| 6M | +13.6% | -26.8% | +40.4% | +14.5% |
| YTD | +8.3% | -5.3% | +13.6% | +8.2% |
| 1Y | +44.9% | +11.5% | +33.5% | +43.9% |
| 3Y | +150.5% | +212.9% | -62.5% | +140.4% |
| 5Y | +137.7% | +388.8% | -251.1% | +124.8% |
| 10Y | +750.9% | +383.6% | +367.4% | +698.7% |
| All | +13,503.3% | +2,364.8% | +11,138.5% | +12,183.8% |
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