+681.4%
NFLX vs AGI
+392.3%
+289.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.8% |
| 7D | -1.1% | -2.7% | +1.6% | -0.8% |
| 30D | +4.3% | +7.2% | -2.9% | +3.4% |
| 3M | -4.8% | +4.3% | -9.0% | -5.4% |
| 6M | -18.4% | -27.1% | +8.7% | -16.3% |
| YTD | -17.4% | -6.6% | -10.8% | -17.8% |
| 1Y | -35.7% | +9.5% | -45.2% | -37.2% |
| 3Y | +73.8% | +208.4% | -134.7% | +51.8% |
| 5Y | +29.3% | +401.6% | -372.4% | +7.6% |
| All | +681.4% | +392.3% | +289.1% | +538.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling