+57.4%
INTC vs AGI
-1.1%
+58.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +10.8% | -14.5% | -6.6% |
| 7D | -39.0% | -5.3% | -33.7% | -38.0% |
| 30D | -49.8% | -7.1% | -42.7% | -48.8% |
| 3M | -42.2% | +4.4% | -46.7% | -43.2% |
| 6M | -39.2% | -23.0% | -16.1% | -35.8% |
| YTD | +57.9% | -22.0% | +79.9% | +64.1% |
| 1Y | +57.4% | +0.3% | +57.1% | +42.8% |
| All | +57.4% | -1.1% | +58.5% | +42.8% |
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 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