+368.8%
ORCL vs AGI
+398.0%
-29.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.9% | -0.7% |
| 7D | +10.9% | +2.2% | +8.7% | +10.7% |
| 30D | +7.0% | +11.3% | -4.3% | +6.1% |
| 3M | -21.2% | +5.6% | -26.8% | -21.7% |
| 6M | +7.4% | -27.7% | +35.1% | +9.2% |
| YTD | -16.3% | -4.1% | -12.2% | -16.5% |
| 1Y | -32.3% | +13.8% | -46.1% | -33.1% |
| 3Y | +32.6% | +217.0% | -184.5% | +25.4% |
| 5Y | +93.1% | +404.3% | -311.2% | +80.6% |
| 10Y | +368.8% | +400.5% | -31.7% | +346.9% |
| All | +368.8% | +398.0% | -29.2% | +346.9% |
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