+1,449.6%
NET vs AGI
+512.9%
+936.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | -1.7% |
| 7D | -7.0% | +0.6% | -7.6% | -7.1% |
| 30D | -4.8% | +18.2% | -23.0% | -7.4% |
| 3M | +3.8% | -4.1% | +8.0% | +4.1% |
| 6M | +50.0% | -28.7% | +78.8% | +56.3% |
| YTD | +41.5% | -4.0% | +45.5% | +39.1% |
| 1Y | +32.8% | +17.4% | +15.4% | +25.6% |
| 3Y | +335.9% | +203.0% | +132.9% | +243.0% |
| 5Y | +113.8% | +376.7% | -262.8% | +53.8% |
| All | +1,449.6% | +512.9% | +936.7% | +1,106.6% |
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 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