+29.7%
Q vs AGI
+16.7%
+13.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.3% | +1.6% | -0.7% |
| 7D | +4.1% | -5.3% | +9.4% | +5.7% |
| 30D | -10.7% | +6.8% | -17.5% | -12.7% |
| 3M | -11.7% | +8.3% | -20.0% | -15.2% |
| 6M | +8.3% | -29.2% | +37.6% | +18.5% |
| YTD | +51.3% | -7.3% | +58.6% | +56.9% |
| All | +29.7% | +16.7% | +13.0% | +28.0% |
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